+363.8%
ALL vs PAAS
+178.0%
+185.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.3% | -0.5% |
| 7D | -3.9% | +8.8% | -12.7% | -4.1% |
| 30D | +10.6% | -8.5% | +19.1% | +10.8% |
| 3M | -4.6% | -17.0% | +12.5% | -4.2% |
| 6M | +20.2% | -27.9% | +48.1% | +21.1% |
| YTD | +23.7% | -17.5% | +41.2% | +23.5% |
| 1Y | +27.9% | +22.8% | +5.1% | +25.3% |
| 3Y | +109.2% | +224.2% | -115.1% | +93.9% |
| 5Y | +148.0% | +73.6% | +74.4% | +134.6% |
| 10Y | +363.8% | +186.4% | +177.4% | +328.5% |
| All | +363.8% | +178.0% | +185.8% | +328.5% |
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