+6.6%
PSA vs BAM
-12.8%
+19.4%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +0.5% |
| 7D | -0.4% | -1.6% | +1.2% | -0.1% |
| 30D | -8.2% | -6.0% | -2.2% | -7.2% |
| 3M | -2.1% | +7.3% | -9.5% | -3.5% |
| 6M | -0.2% | +8.2% | -8.4% | -1.9% |
| YTD | +18.5% | -3.8% | +22.3% | +17.8% |
| 1Y | +6.6% | -10.7% | +17.3% | +5.9% |
| All | +6.6% | -12.8% | +19.4% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling