+100.5%
PSA vs AMP
+589.3%
-488.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | -1.8% | -0.5% | -1.3% | -1.7% |
| 30D | -8.4% | -1.3% | -7.0% | -8.1% |
| 3M | -7.8% | +24.2% | -32.0% | -12.2% |
| 6M | +0.8% | +24.6% | -23.8% | -4.2% |
| YTD | +16.5% | +14.8% | +1.7% | +12.5% |
| 1Y | +4.7% | +12.8% | -8.1% | +1.4% |
| 3Y | +21.1% | +69.0% | -47.9% | +5.6% |
| 5Y | +14.2% | +124.9% | -110.7% | -7.5% |
| All | +100.5% | +589.3% | -488.8% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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