+119.0%
PAAS vs AMBA
-54.5%
+173.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.3% |
| 7D | -2.9% | -11.0% | +8.1% | -1.3% |
| 30D | +6.8% | -23.2% | +30.0% | +10.8% |
| 3M | -2.9% | -12.7% | +9.8% | -2.4% |
| 6M | -16.4% | +11.2% | -27.6% | -19.8% |
| YTD | 0.0% | -11.2% | +11.2% | -1.1% |
| 1Y | +54.3% | -22.5% | +76.9% | +54.1% |
| 3Y | +230.7% | -1.3% | +232.0% | +207.1% |
| All | +119.0% | -54.5% | +173.5% | +91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 5y: compounded portfolio wealth divided by compounded AMBA 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…
5y analysis · Full analysis span regression · 6 months rolling