+11.6%
AG vs PAAS
+71.1%
-59.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.4% | +0.3% |
| 7D | +6.3% | +8.4% | -2.1% | -2.4% |
| 30D | -8.9% | -7.2% | -1.8% | -1.3% |
| 3M | -12.2% | -14.0% | +1.8% | +2.7% |
| 6M | -28.3% | -26.8% | -1.5% | +1.2% |
| YTD | -8.8% | -19.8% | +11.0% | +20.7% |
| 1Y | +39.4% | +22.8% | +16.5% | +19.3% |
| 3Y | +229.4% | +183.6% | +45.8% | +19.2% |
| All | +11.6% | +71.1% | -59.6% | -30.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling