+262.0%
PSA vs AMC
-97.7%
+359.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.8% | -0.9% |
| 7D | +3.9% | +2.6% | +1.3% | +3.9% |
| 30D | +19.7% | +9.0% | +10.6% | +19.5% |
| 3M | +4.3% | +22.2% | -17.9% | +3.9% |
| 6M | +11.4% | +91.5% | -80.1% | +10.1% |
| YTD | +33.9% | +101.3% | -67.3% | +32.2% |
| 1Y | +28.3% | +20.8% | +7.5% | +27.3% |
| 3Y | +53.5% | -71.3% | +124.8% | +53.7% |
| 5Y | +30.6% | -99.2% | +129.9% | +33.1% |
| 10Y | +145.8% | -98.7% | +244.5% | +147.0% |
| All | +262.0% | -97.7% | +359.7% | +250.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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