+196.2%
PAAS vs AMC
-98.8%
+295.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.6% |
| 7D | -8.9% | +3.5% | -12.4% | -8.9% |
| 30D | -11.4% | +12.5% | -23.9% | -11.4% |
| 3M | -20.4% | +23.6% | -44.0% | -20.4% |
| 6M | -40.7% | +144.4% | -185.1% | -40.5% |
| YTD | -26.9% | +108.3% | -135.3% | -26.7% |
| 1Y | -3.1% | +38.9% | -42.0% | -3.0% |
| 3Y | +199.3% | -58.9% | +258.1% | +198.6% |
| 5Y | +48.3% | -99.2% | +147.5% | +44.3% |
| All | +196.2% | -98.8% | +295.0% | +150.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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