+368.4%
ALL vs PAAS
+168.2%
+200.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.8% | +8.7% | +3.0% |
| 7D | -0.1% | +4.2% | -4.3% | -0.3% |
| 30D | +13.8% | -13.8% | +27.6% | +14.2% |
| 3M | -2.8% | -22.7% | +20.0% | -2.2% |
| 6M | +23.7% | -32.1% | +55.8% | +24.8% |
| YTD | +27.3% | -22.3% | +49.6% | +27.3% |
| 1Y | +30.5% | +7.7% | +22.9% | +28.5% |
| 3Y | +113.0% | +214.0% | -101.0% | +97.3% |
| 5Y | +157.6% | +63.2% | +94.4% | +143.9% |
| 10Y | +368.4% | +185.5% | +182.9% | +332.2% |
| All | +368.4% | +168.2% | +200.1% | +332.2% |
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