+352.8%
PAAS vs AMC
-97.8%
+450.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -12.5% | +10.3% | -2.2% |
| 7D | -0.4% | 0.0% | -0.4% | -0.4% |
| 30D | -11.6% | +4.4% | -16.0% | -11.6% |
| 3M | -15.6% | +15.4% | -30.9% | -15.6% |
| 6M | -19.1% | +93.7% | -112.8% | -19.0% |
| YTD | -20.9% | +97.4% | -118.4% | -20.8% |
| 1Y | +21.3% | +23.2% | -1.9% | +21.3% |
| 3Y | +177.4% | -71.3% | +248.7% | +176.4% |
| 5Y | +71.3% | -99.3% | +170.6% | +67.6% |
| 10Y | +181.5% | -98.7% | +280.2% | +203.4% |
| All | +352.8% | -97.8% | +450.6% | +357.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling