+38.0%
PAAS vs AMCR
+9.4%
+28.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | +0.4% |
| 7D | -1.9% | -6.3% | +4.3% | +1.9% |
| 30D | -3.6% | -7.8% | +4.2% | +1.3% |
| 3M | +8.6% | +7.5% | +1.0% | +2.9% |
| 6M | -16.7% | +2.7% | -19.4% | -19.8% |
| YTD | -1.9% | +6.0% | -8.0% | -3.6% |
| 1Y | +38.0% | +7.8% | +30.2% | +37.6% |
| All | +38.0% | +9.4% | +28.6% | +37.6% |
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