+50.1%
PYPL vs AMT
+123.9%
-73.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.3% |
| 7D | +2.2% | +0.4% | +1.8% | +2.0% |
| 30D | +8.1% | +3.7% | +4.4% | +6.2% |
| 3M | +1.9% | +10.7% | -8.8% | -3.3% |
| 6M | +33.1% | +9.3% | +23.9% | +26.4% |
| YTD | +3.8% | +10.9% | -7.2% | -2.8% |
| 1Y | -8.3% | +10.5% | -18.8% | -14.0% |
| 3Y | +11.9% | +15.5% | -3.7% | -2.4% |
| 5Y | -70.4% | -20.6% | -49.9% | -69.0% |
| All | +50.1% | +123.9% | -73.8% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling