+748.4%
ASX vs PAAS
+192.1%
+556.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.5% | +5.0% | +6.2% |
| 7D | -19.9% | +8.4% | -28.3% | -21.1% |
| 30D | -30.9% | -7.2% | -23.7% | -29.9% |
| 3M | -15.1% | -14.0% | -1.1% | -12.8% |
| 6M | -6.5% | -26.8% | +20.3% | -1.4% |
| YTD | +98.4% | -19.8% | +118.2% | +104.3% |
| 1Y | +107.9% | +22.8% | +85.0% | +98.9% |
| 3Y | +325.3% | +183.6% | +141.6% | +249.1% |
| 5Y | +447.3% | +73.8% | +373.5% | +370.0% |
| All | +748.4% | +192.1% | +556.3% | +536.6% |
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