+376.3%
AMD vs PSA
+15.2%
+361.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +6.0% | +5.9% |
| 7D | +10.0% | -0.4% | +10.5% | +10.2% |
| 30D | +4.6% | -8.2% | +12.8% | +7.5% |
| 3M | +3.1% | -2.1% | +5.3% | +2.5% |
| 6M | +162.8% | -0.2% | +163.0% | +159.1% |
| YTD | +136.2% | +18.5% | +117.7% | +116.8% |
| 1Y | +234.0% | +6.6% | +227.4% | +218.5% |
| 3Y | +376.7% | +24.5% | +352.3% | +301.9% |
| 5Y | +376.3% | +13.6% | +362.8% | +308.6% |
| All | +376.3% | +15.2% | +361.1% | +308.6% |
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