+71.9%
AG vs PAAS
+168.2%
-96.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -5.8% | 0.0% | +0.1% |
| 7D | +6.0% | +4.2% | +1.8% | +1.8% |
| 30D | -13.5% | -13.8% | +0.2% | +0.9% |
| 3M | -20.7% | -22.7% | +2.0% | +3.1% |
| 6M | -31.5% | -32.1% | +0.6% | +3.5% |
| YTD | -10.1% | -22.3% | +12.1% | +22.2% |
| 1Y | +26.0% | +7.7% | +18.3% | +24.0% |
| 3Y | +228.9% | +214.0% | +14.9% | +12.7% |
| 5Y | +8.7% | +63.2% | -54.5% | -28.7% |
| 10Y | +71.9% | +185.5% | -113.6% | -32.8% |
| All | +71.9% | +168.2% | -96.3% | -32.8% |
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