-99.9%
AMIX vs PSA
+28.0%
-128.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -9.9% | -1.4% | -8.4% | -9.9% |
| 30D | -52.8% | +15.2% | -67.9% | -52.7% |
| 3M | -80.0% | +2.2% | -82.2% | -80.0% |
| 6M | -80.2% | +11.7% | -91.9% | -80.1% |
| YTD | -88.1% | +32.0% | -120.2% | -87.9% |
| 1Y | -91.1% | +26.3% | -117.3% | -90.9% |
| All | -99.9% | +28.0% | -128.0% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling