+861.6%
ASX vs PAAS
+206.7%
+654.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.6% |
| 7D | -0.7% | -2.9% | +2.2% | -0.2% |
| 30D | +2.0% | +6.8% | -4.8% | +0.6% |
| 3M | -1.3% | -2.9% | +1.6% | -1.1% |
| 6M | +71.4% | -16.4% | +87.9% | +75.4% |
| YTD | +135.3% | 0.0% | +135.3% | +132.5% |
| 1Y | +267.5% | +54.3% | +213.2% | +236.8% |
| 3Y | +388.5% | +230.7% | +157.8% | +287.8% |
| 5Y | +417.1% | +111.6% | +305.5% | +327.1% |
| All | +861.6% | +206.7% | +654.9% | +615.0% |
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 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