-91.6%
AMIX vs PSA
+26.3%
-117.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | -0.1% |
| 7D | -16.0% | +3.9% | -19.9% | -15.6% |
| 30D | -55.4% | +19.7% | -75.1% | -55.0% |
| 3M | -87.5% | +4.3% | -91.8% | -87.5% |
| 6M | -81.2% | +11.4% | -92.6% | -80.8% |
| YTD | -86.8% | +33.9% | -120.8% | -84.3% |
| 1Y | -91.6% | +28.3% | -119.9% | -91.0% |
| All | -91.6% | +26.3% | -117.9% | -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