+19.0%
PSA vs AMRZ
-19.3%
+38.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.3% |
| 7D | -2.1% | -4.0% | +1.9% | -1.3% |
| 30D | +15.6% | +12.4% | +3.2% | +13.1% |
| 3M | +4.1% | -11.5% | +15.6% | +6.1% |
| 6M | +9.2% | -21.6% | +30.8% | +13.1% |
| YTD | +32.3% | -23.4% | +55.7% | +36.8% |
| 1Y | +26.2% | -17.2% | +43.3% | +28.8% |
| All | +19.0% | -19.3% | +38.3% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 5y: compounded portfolio wealth divided by compounded AMRZ 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…
5y analysis · Full analysis span regression · 6 months rolling