+41.1%
PAAS vs AMRZ
-25.1%
+66.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -3.7% |
| 7D | -3.7% | -8.1% | +4.4% | -0.1% |
| 30D | -1.9% | -14.8% | +13.0% | +5.2% |
| 3M | +15.1% | -19.7% | +34.8% | +25.6% |
| 6M | -17.1% | -30.8% | +13.7% | -2.7% |
| YTD | -1.3% | -24.3% | +23.0% | +12.7% |
| 1Y | +41.1% | -24.0% | +65.1% | +62.1% |
| All | +41.1% | -25.1% | +66.2% | +62.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling