-6.1%
PYPL vs AMIX
-100.0%
+93.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +3.9% | -16.0% | +19.9% | +4.0% |
| 30D | +7.8% | -55.4% | +63.2% | +8.3% |
| 3M | -0.7% | -87.5% | +86.9% | +0.5% |
| 6M | +28.8% | -81.2% | +110.0% | +28.5% |
| YTD | +2.4% | -86.8% | +89.2% | +2.5% |
| 1Y | -9.6% | -91.6% | +82.0% | -9.1% |
| All | -6.1% | -100.0% | +93.9% | -5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling