+1,315.3%
AMAT vs PAAS
+178.0%
+1,137.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.9% | +8.5% | +10.8% |
| 7D | -1.1% | +8.8% | -9.9% | -2.7% |
| 30D | -26.9% | -8.5% | -18.5% | -25.7% |
| 3M | -31.2% | -17.0% | -14.2% | -29.0% |
| 6M | -14.7% | -27.9% | +13.2% | -9.9% |
| YTD | +44.7% | -17.5% | +62.2% | +48.1% |
| 1Y | +62.0% | +22.8% | +39.1% | +54.4% |
| 3Y | +165.0% | +224.2% | -59.3% | +110.2% |
| 5Y | +147.1% | +73.6% | +73.5% | +109.9% |
| 10Y | +1,315.3% | +186.4% | +1,128.9% | +987.5% |
| All | +1,315.3% | +178.0% | +1,137.3% | +987.5% |
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