+4.1%
PSA vs AMRZ
-20.3%
+24.4%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.2% |
| 7D | -3.6% | -8.1% | +4.5% | -2.2% |
| 30D | -9.4% | -14.8% | +5.5% | -6.8% |
| 3M | -8.2% | -19.7% | +11.6% | -5.1% |
| 6M | -1.8% | -30.8% | +29.0% | +3.8% |
| YTD | +15.7% | -24.3% | +40.0% | +20.1% |
| 1Y | +6.3% | -24.0% | +30.3% | +10.6% |
| All | +4.1% | -20.3% | +24.4% | +8.4% |
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