+54.3%
PAAS vs AMCR
+11.5%
+42.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -1.4% |
| 7D | -2.9% | -3.3% | +0.4% | -0.9% |
| 30D | +6.8% | -5.4% | +12.2% | +10.5% |
| 3M | -2.9% | +20.0% | -22.8% | -13.8% |
| 6M | -16.4% | 0.0% | -16.5% | -18.9% |
| YTD | 0.0% | +11.5% | -11.5% | -3.9% |
| 1Y | +54.3% | +11.4% | +42.9% | +49.2% |
| All | +54.3% | +11.5% | +42.8% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1y: compounded portfolio wealth divided by compounded AMCR 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…
1y analysis · Full analysis span regression · 6 months rolling