+298.1%
APP vs PAAS
+48.6%
+249.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.1% |
| 7D | +4.6% | -8.9% | +13.5% | +8.3% |
| 30D | +56.0% | -11.4% | +67.4% | +63.2% |
| 3M | +30.8% | -20.4% | +51.3% | +40.9% |
| 6M | -9.8% | -40.7% | +30.9% | +7.1% |
| YTD | -39.3% | -26.9% | -12.3% | -34.1% |
| 1Y | -26.4% | -3.1% | -23.4% | -28.7% |
| 3Y | +887.9% | +199.3% | +688.7% | +453.6% |
| All | +298.1% | +48.6% | +249.5% | +218.0% |
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