+133.7%
AMT vs PAAS
+168.2%
-34.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.8% | +6.6% | +1.3% |
| 7D | +1.6% | +4.2% | -2.5% | +1.2% |
| 30D | +4.5% | -13.8% | +18.2% | +5.8% |
| 3M | +13.8% | -22.7% | +36.5% | +16.2% |
| 6M | +10.0% | -32.1% | +42.1% | +13.4% |
| YTD | +11.8% | -22.3% | +34.0% | +12.7% |
| 1Y | +10.2% | +7.7% | +2.6% | +7.1% |
| 3Y | +15.1% | +214.0% | -198.9% | -3.4% |
| 5Y | -18.8% | +63.2% | -82.0% | -28.5% |
| 10Y | +133.7% | +185.5% | -51.8% | +93.7% |
| All | +133.7% | +168.2% | -34.5% | +93.7% |
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