-19.0%
PYPL vs AMIX
-81.0%
+62.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -3.3% |
| 7D | +2.4% | -13.7% | +16.1% | +2.5% |
| 30D | -5.1% | -62.1% | +56.9% | -4.8% |
| 3M | +28.6% | -46.2% | +74.7% | +30.5% |
| 6M | +17.9% | -46.4% | +64.4% | +19.3% |
| YTD | -5.3% | -60.3% | +55.0% | -3.6% |
| 1Y | -19.0% | -79.7% | +60.6% | -8.4% |
| All | -19.0% | -81.0% | +62.0% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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