-99.8%
AMIX vs PSA
+15.1%
-114.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.9% |
| 7D | -13.7% | -3.7% | -10.1% | -13.7% |
| 30D | -62.1% | -7.7% | -54.3% | -62.1% |
| 3M | -46.2% | -0.6% | -45.6% | -45.9% |
| 6M | -46.4% | -0.9% | -45.5% | -46.0% |
| YTD | -60.3% | +18.7% | -78.9% | -59.4% |
| 1Y | -79.7% | +7.6% | -87.3% | -79.3% |
| All | -99.8% | +15.1% | -114.8% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling