+190.2%
B vs PAAS
+200.1%
-9.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -0.9% |
| 7D | -1.6% | -2.9% | +1.3% | +0.1% |
| 30D | +9.4% | +6.8% | +2.6% | +5.1% |
| 3M | +5.0% | -2.9% | +7.9% | +6.5% |
| 6M | -3.5% | -16.4% | +12.9% | +6.2% |
| YTD | +4.5% | 0.0% | +4.4% | +3.5% |
| 1Y | +67.8% | +54.3% | +13.5% | +30.6% |
| 3Y | +196.7% | +230.7% | -34.0% | +44.3% |
| 5Y | +151.9% | +111.6% | +40.3% | +49.3% |
| All | +190.2% | +200.1% | -9.9% | +24.5% |
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