+122.2%
ALL vs PAAS
+113.1%
+9.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.0% | -1.3% |
| 7D | 0.0% | -2.9% | +2.9% | 0.0% |
| 30D | -1.5% | +6.8% | -8.3% | -1.6% |
| 3M | +23.6% | -2.9% | +26.5% | +23.7% |
| 6M | +22.3% | -16.4% | +38.8% | +22.8% |
| YTD | +26.5% | 0.0% | +26.5% | +26.0% |
| 1Y | +27.0% | +54.3% | -27.3% | +24.1% |
| 3Y | +149.6% | +230.7% | -81.1% | +134.3% |
| All | +122.2% | +113.1% | +9.2% | +113.7% |
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