+301.0%
AEM vs PSA
+10.8%
+290.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +1.2% |
| 7D | +3.0% | -2.2% | +5.2% | +3.9% |
| 30D | +12.5% | -9.6% | +22.0% | +16.8% |
| 3M | +26.9% | -7.9% | +34.8% | +30.4% |
| 6M | -9.4% | -2.0% | -7.5% | -9.3% |
| YTD | +20.3% | +15.7% | +4.5% | +13.3% |
| 1Y | +33.8% | +5.8% | +28.0% | +30.1% |
| 3Y | +349.8% | +21.6% | +328.2% | +302.9% |
| 5Y | +301.0% | +13.1% | +287.9% | +260.0% |
| All | +301.0% | +10.8% | +290.2% | +260.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PSA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling