+124.5%
AMT vs PAAS
+178.0%
-53.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.9% | -2.8% | -0.2% |
| 7D | +0.4% | +8.8% | -8.5% | -0.5% |
| 30D | +3.7% | -8.5% | +12.2% | +4.5% |
| 3M | +10.7% | -17.0% | +27.7% | +12.4% |
| 6M | +9.3% | -27.9% | +37.1% | +12.0% |
| YTD | +10.9% | -17.5% | +28.4% | +11.3% |
| 1Y | +10.5% | +22.8% | -12.3% | +5.9% |
| 3Y | +15.5% | +224.2% | -208.7% | -3.4% |
| 5Y | -20.6% | +73.6% | -94.2% | -30.5% |
| 10Y | +124.5% | +186.4% | -61.8% | +84.9% |
| All | +124.5% | +178.0% | -53.4% | +84.9% |
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