+500.0%
APP vs PAAS
+37.1%
+462.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.5% | +8.4% | +9.3% |
| 7D | +71.2% | +8.4% | +62.8% | +65.9% |
| 30D | +39.1% | -7.2% | +46.3% | +42.9% |
| 3M | +16.5% | -14.0% | +30.6% | +21.4% |
| 6M | -16.6% | -26.8% | +10.2% | -8.7% |
| YTD | -41.9% | -19.8% | -22.2% | -39.2% |
| 1Y | -37.0% | +22.8% | -59.9% | -44.2% |
| 3Y | +892.4% | +183.6% | +708.8% | +476.0% |
| 5Y | +297.3% | +73.8% | +223.5% | +170.3% |
| All | +500.0% | +37.1% | +462.9% | +353.3% |
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