+472.8%
PAAS vs AMC
-98.1%
+570.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.3% | -6.7% | -2.4% |
| 7D | -2.9% | +2.3% | -5.2% | -2.9% |
| 30D | +6.8% | -0.7% | +7.5% | +6.8% |
| 3M | -2.9% | +35.2% | -38.1% | -2.8% |
| 6M | -16.4% | +124.6% | -141.0% | -16.3% |
| YTD | 0.0% | +69.9% | -69.8% | +0.1% |
| 1Y | +54.3% | -2.6% | +56.9% | +54.2% |
| 3Y | +230.7% | -79.8% | +310.4% | +229.4% |
| 5Y | +111.6% | -99.4% | +211.0% | +106.9% |
| 10Y | +211.7% | -98.9% | +310.6% | +234.8% |
| All | +472.8% | -98.1% | +570.9% | +478.7% |
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 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