+47.8%
AA vs PAAS
+183.5%
-135.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.4% | +4.0% | +3.1% |
| 7D | +1.1% | -5.2% | +6.3% | +3.2% |
| 30D | -1.3% | -13.9% | +12.7% | +4.1% |
| 3M | -23.9% | -23.8% | -0.1% | -16.7% |
| 6M | -36.8% | -36.4% | -0.4% | -26.5% |
| YTD | -22.2% | -23.4% | +1.2% | -16.8% |
| 1Y | +10.4% | +5.6% | +4.7% | +5.0% |
| 3Y | +72.0% | +209.7% | -137.7% | +8.7% |
| 5Y | -15.6% | +55.6% | -71.2% | -35.6% |
| 10Y | +47.8% | +212.2% | -164.4% | -7.8% |
| All | +47.8% | +183.5% | -135.7% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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