+1,587.5%
AMAT vs PAAS
+206.7%
+1,380.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.4% | +6.7% | +4.8% |
| 7D | -1.5% | -2.9% | +1.4% | -1.0% |
| 30D | -14.8% | +6.8% | -21.6% | -16.0% |
| 3M | -9.3% | -2.9% | -6.4% | -9.1% |
| 6M | +27.4% | -16.4% | +43.8% | +30.5% |
| YTD | +77.6% | 0.0% | +77.5% | +75.5% |
| 1Y | +188.9% | +54.3% | +134.6% | +164.0% |
| 3Y | +202.3% | +230.7% | -28.4% | +137.4% |
| 5Y | +248.9% | +111.6% | +137.3% | +185.8% |
| All | +1,587.5% | +206.7% | +1,380.8% | +1,182.1% |
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