+1,111.0%
AMAT vs PAAS
+187.9%
+923.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -2.2% | -11.4% | -13.2% |
| 7D | -24.3% | -0.4% | -23.9% | -24.3% |
| 30D | -39.8% | -11.6% | -28.2% | -38.4% |
| 3M | -40.2% | -15.6% | -24.6% | -38.5% |
| 6M | -22.1% | -19.1% | -3.0% | -19.4% |
| YTD | +24.7% | -20.9% | +45.6% | +28.6% |
| 1Y | +33.3% | +21.3% | +12.0% | +27.4% |
| 3Y | +133.9% | +177.4% | -43.5% | +90.2% |
| 5Y | +117.1% | +71.3% | +45.7% | +85.0% |
| All | +1,111.0% | +187.9% | +923.1% | +834.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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