+222.7%
B vs PAAS
+183.5%
+39.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -0.8% |
| 7D | -2.7% | -5.2% | +2.5% | +0.3% |
| 30D | -4.3% | -13.9% | +9.6% | +4.1% |
| 3M | -2.3% | -23.8% | +21.5% | +13.3% |
| 6M | -16.2% | -36.4% | +20.2% | +7.3% |
| YTD | -8.8% | -23.4% | +14.5% | +4.9% |
| 1Y | +11.4% | +5.6% | +5.7% | +7.2% |
| 3Y | +174.3% | +209.7% | -35.4% | +41.7% |
| 5Y | +116.2% | +55.6% | +60.6% | +53.4% |
| 10Y | +222.7% | +212.2% | +10.5% | +34.7% |
| All | +222.7% | +183.5% | +39.2% | +34.7% |
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