+1,007.5%
ASX vs PAAS
+183.5%
+824.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.4% | +8.0% | +6.8% |
| 7D | +0.8% | -5.2% | +6.0% | +1.9% |
| 30D | -20.4% | -13.9% | -6.5% | -18.2% |
| 3M | -2.1% | -23.8% | +21.6% | +2.6% |
| 6M | +8.2% | -36.4% | +44.6% | +16.7% |
| YTD | +137.3% | -23.4% | +160.6% | +146.1% |
| 1Y | +155.0% | +5.6% | +149.4% | +150.4% |
| 3Y | +397.9% | +209.7% | +188.2% | +305.5% |
| 5Y | +529.2% | +55.6% | +473.7% | +449.7% |
| 10Y | +1,007.5% | +212.2% | +795.3% | +732.9% |
| All | +1,007.5% | +183.5% | +824.0% | +732.9% |
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 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