+985.8%
ASX vs PAAS
+205.7%
+780.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -1.9% |
| 7D | +12.4% | -8.9% | +21.3% | +14.3% |
| 30D | -19.8% | -11.4% | -8.4% | -18.0% |
| 3M | -10.3% | -20.4% | +10.1% | -6.5% |
| 6M | +1.2% | -40.7% | +41.9% | +10.6% |
| YTD | +123.0% | -26.9% | +150.0% | +133.4% |
| 1Y | +145.4% | -3.1% | +148.5% | +144.7% |
| 3Y | +368.6% | +199.3% | +169.4% | +284.3% |
| 5Y | +486.0% | +48.3% | +437.7% | +416.5% |
| All | +985.8% | +205.7% | +780.1% | +725.3% |
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