+1,162.1%
AMAT vs PAAS
+192.1%
+970.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.8% | +3.9% |
| 7D | -14.7% | +8.4% | -23.1% | -16.1% |
| 30D | -36.1% | -7.2% | -28.9% | -35.2% |
| 3M | -36.9% | -14.0% | -22.8% | -35.3% |
| 6M | -22.2% | -26.8% | +4.6% | -18.1% |
| YTD | +29.9% | -19.8% | +49.7% | +33.7% |
| 1Y | +43.3% | +22.8% | +20.4% | +36.6% |
| 3Y | +142.7% | +183.6% | -41.0% | +96.6% |
| 5Y | +126.2% | +73.8% | +52.4% | +92.3% |
| All | +1,162.1% | +192.1% | +970.0% | +870.8% |
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