+30.4%
PAAS vs AMRZ
-19.2%
+49.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -8.9% | -2.1% | -6.8% | -8.1% |
| 30D | -11.4% | +13.0% | -24.4% | -15.2% |
| 3M | -20.4% | -12.1% | -8.3% | -16.7% |
| 6M | -40.7% | -19.1% | -21.6% | -36.3% |
| YTD | -26.9% | -23.3% | -3.7% | -18.5% |
| 1Y | -3.1% | -16.6% | +13.5% | +8.3% |
| All | +30.4% | -19.2% | +49.6% | +45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling