-4.8%
PYPL vs AMIX
-99.9%
+95.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +11.8% | -10.5% | +1.3% |
| 7D | +2.2% | +1.2% | +1.0% | +2.1% |
| 30D | +8.1% | -45.3% | +53.5% | +8.5% |
| 3M | +1.9% | -83.1% | +85.0% | +2.9% |
| 6M | +33.1% | -76.9% | +110.0% | +32.5% |
| YTD | +3.8% | -85.3% | +89.0% | +3.9% |
| 1Y | -8.3% | -89.8% | +81.5% | -8.0% |
| All | -4.8% | -99.9% | +95.2% | -4.5% |
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