+196.2%
PAAS vs AMCR
+18.6%
+177.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -8.9% | -2.4% | -6.5% | -8.0% |
| 30D | -11.4% | +3.6% | -15.0% | -12.8% |
| 3M | -20.4% | -4.2% | -16.2% | -19.2% |
| 6M | -40.7% | +15.5% | -56.2% | -44.2% |
| YTD | -26.9% | +9.7% | -36.7% | -29.8% |
| 1Y | -3.1% | +8.3% | -11.4% | -6.4% |
| 3Y | +199.3% | +15.4% | +183.9% | +177.7% |
| 5Y | +48.3% | -9.1% | +57.4% | +49.7% |
| All | +196.2% | +18.6% | +177.6% | +166.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling