+77.3%
PAAS vs AMRZ
-17.3%
+94.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | +0.9% |
| 7D | +2.0% | -2.0% | +4.0% | +2.7% |
| 30D | -0.1% | -9.8% | +9.8% | +3.5% |
| 3M | +8.2% | -17.2% | +25.5% | +15.1% |
| 6M | -13.8% | -26.9% | +13.1% | -4.3% |
| YTD | -0.6% | -21.5% | +20.8% | +9.9% |
| 1Y | +44.0% | -22.9% | +66.9% | +56.8% |
| All | +77.3% | -17.3% | +94.6% | +96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AMRZ 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling