+295.9%
APP vs PAAS
+76.1%
+219.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.9% | +1.9% | +3.7% |
| 7D | +79.2% | +8.8% | +70.3% | +73.3% |
| 30D | +48.0% | -8.5% | +56.4% | +52.9% |
| 3M | +18.2% | -17.0% | +35.2% | +25.0% |
| 6M | -12.5% | -27.9% | +15.4% | -3.4% |
| YTD | -39.2% | -17.5% | -21.7% | -36.9% |
| 1Y | -33.9% | +22.8% | -56.7% | -41.6% |
| 3Y | +933.3% | +224.2% | +709.0% | +454.2% |
| 5Y | +295.9% | +73.6% | +222.2% | +219.9% |
| All | +295.9% | +76.1% | +219.8% | +219.9% |
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