+188.9%
PAAS vs AMC
-98.7%
+287.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.5% | +1.5% |
| 7D | +8.4% | +2.6% | +5.8% | +8.4% |
| 30D | -7.2% | +9.0% | -16.2% | -7.1% |
| 3M | -14.0% | +22.2% | -36.2% | -14.0% |
| 6M | -26.8% | +91.5% | -118.2% | -26.6% |
| YTD | -19.8% | +101.3% | -121.1% | -19.5% |
| 1Y | +22.8% | +20.8% | +2.1% | +22.9% |
| 3Y | +183.6% | -71.3% | +255.0% | +182.4% |
| 5Y | +73.8% | -99.2% | +173.1% | +68.9% |
| All | +188.9% | -98.7% | +287.6% | +155.7% |
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