-91.6%
AMIX vs PSA
+28.0%
-119.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.8% | -5.8% | -2.6% |
| 7D | -25.1% | +10.5% | -35.7% | -24.1% |
| 30D | -54.5% | +21.7% | -76.2% | -53.7% |
| 3M | -91.7% | +6.1% | -97.8% | -91.7% |
| 6M | -79.4% | +18.3% | -97.8% | -78.5% |
| YTD | -86.1% | +36.1% | -122.1% | -83.0% |
| 1Y | -91.6% | +29.3% | -120.9% | -91.0% |
| All | -91.6% | +28.0% | -119.6% | -91.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling