+107.5%
ALL vs PAAS
+182.2%
-74.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.5% | -5.9% | -4.4% |
| 7D | -1.9% | +8.4% | -10.3% | -1.8% |
| 30D | +13.8% | -7.2% | +21.0% | +13.6% |
| 3M | -7.0% | -14.0% | +7.0% | -7.2% |
| 6M | +18.0% | -26.8% | +44.8% | +17.9% |
| YTD | +24.2% | -19.8% | +44.0% | +23.5% |
| 1Y | +31.2% | +22.8% | +8.3% | +28.5% |
| 3Y | +107.5% | +183.6% | -76.1% | +99.5% |
| All | +107.5% | +182.2% | -74.6% | +99.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling