+119.0%
PAAS vs AMC
-99.4%
+218.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.3% | -6.7% | -2.6% |
| 7D | -2.9% | +2.3% | -5.2% | -3.0% |
| 30D | +6.8% | -0.7% | +7.5% | +6.8% |
| 3M | -2.9% | +35.2% | -38.1% | -4.3% |
| 6M | -16.4% | +124.6% | -141.0% | -19.2% |
| YTD | 0.0% | +69.9% | -69.8% | -2.6% |
| 1Y | +54.3% | -2.6% | +56.9% | +52.5% |
| 3Y | +230.7% | -79.8% | +310.4% | +236.8% |
| All | +119.0% | -99.4% | +218.4% | +149.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling