+232.9%
ABT vs PAAS
+178.0%
+54.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.4% | +0.4% |
| 7D | +0.3% | +8.8% | -8.5% | -0.1% |
| 30D | +11.6% | -8.5% | +20.1% | +12.1% |
| 3M | +3.1% | -17.0% | +20.1% | +4.0% |
| 6M | +32.8% | -27.9% | +60.7% | +34.7% |
| YTD | -9.6% | -17.5% | +7.9% | -9.5% |
| 1Y | -10.4% | +22.8% | -33.2% | -12.7% |
| 3Y | +25.8% | +224.2% | -198.4% | +12.8% |
| 5Y | -3.4% | +73.6% | -77.1% | -11.0% |
| 10Y | +232.9% | +186.4% | +46.5% | +198.9% |
| All | +232.9% | +178.0% | +54.9% | +198.9% |
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