+57.5%
AG vs PAAS
+197.3%
-139.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.4% |
| 7D | +4.5% | +2.0% | +2.5% | +2.5% |
| 30D | +12.9% | -0.1% | +12.9% | +12.4% |
| 3M | +20.9% | +8.2% | +12.7% | +12.1% |
| 6M | -19.5% | -13.8% | -5.7% | -4.7% |
| YTD | +24.8% | -0.6% | +25.4% | +31.4% |
| 1Y | +120.2% | +44.0% | +76.2% | +61.4% |
| 3Y | +279.0% | +246.6% | +32.4% | +15.3% |
| 5Y | +67.9% | +116.1% | -48.2% | -17.6% |
| 10Y | +57.5% | +202.7% | -145.2% | -43.0% |
| All | +57.5% | +197.3% | -139.9% | -43.0% |
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