+212.2%
PAAS vs AMC
-98.7%
+310.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.4% |
| 7D | -5.2% | -2.8% | -2.3% | -5.2% |
| 30D | -13.9% | +14.0% | -27.9% | -13.9% |
| 3M | -23.8% | +42.5% | -66.3% | -23.7% |
| 6M | -36.4% | +142.6% | -179.0% | -36.2% |
| YTD | -23.4% | +119.2% | -142.6% | -23.1% |
| 1Y | +5.6% | +40.7% | -35.1% | +5.7% |
| 3Y | +209.7% | -57.3% | +267.0% | +209.1% |
| 5Y | +55.6% | -99.1% | +154.7% | +51.4% |
| 10Y | +212.2% | -98.7% | +311.0% | +164.2% |
| All | +212.2% | -98.7% | +310.9% | +164.2% |
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