+333.0%
APP vs PAAS
+113.1%
+219.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.4% | +4.6% | +3.1% |
| 7D | +0.9% | -2.9% | +3.8% | +1.9% |
| 30D | -23.3% | +6.8% | -30.1% | -25.8% |
| 3M | -42.6% | -2.9% | -39.8% | -42.9% |
| 6M | -33.6% | -16.4% | -17.2% | -30.9% |
| YTD | -52.4% | 0.0% | -52.5% | -53.8% |
| 1Y | -35.9% | +54.3% | -90.2% | -47.9% |
| 3Y | +642.2% | +230.7% | +411.5% | +309.8% |
| All | +333.0% | +113.1% | +219.9% | +165.2% |
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