-6.0%
PYPL vs AMIX
-100.0%
+94.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.7% |
| 7D | +0.1% | -9.9% | +9.9% | +0.1% |
| 30D | +5.7% | -52.8% | +58.4% | +6.1% |
| 3M | -1.9% | -80.0% | +78.1% | -1.1% |
| 6M | +31.8% | -80.2% | +112.1% | +31.3% |
| YTD | +2.4% | -88.1% | +90.6% | +2.6% |
| 1Y | -8.2% | -91.1% | +82.8% | -7.9% |
| All | -6.0% | -100.0% | +94.0% | -5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling