+3,629.3%
ALL vs PAAS
+955.7%
+2,673.6%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.7% |
| 7D | +4.2% | -0.4% | +4.6% | +4.2% |
| 30D | +18.9% | -11.6% | +30.6% | +19.6% |
| 3M | +1.2% | -15.6% | +16.8% | +1.9% |
| 6M | +23.2% | -19.1% | +42.3% | +23.9% |
| YTD | +30.0% | -20.9% | +50.9% | +30.3% |
| 1Y | +39.6% | +21.3% | +18.3% | +36.1% |
| 3Y | +115.2% | +177.4% | -62.1% | +96.8% |
| 5Y | +156.2% | +71.3% | +84.9% | +138.4% |
| 10Y | +398.0% | +181.5% | +216.5% | +332.4% |
| All | +3,629.3% | +955.7% | +2,673.6% | +3,197.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling