+16.4%
B vs PAAS
+11.3%
+5.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -5.8% | -0.3% | -2.0% |
| 7D | +7.1% | +4.2% | +2.9% | +4.3% |
| 30D | -3.3% | -13.8% | +10.5% | +7.0% |
| 3M | -2.5% | -22.7% | +20.2% | +15.4% |
| 6M | -7.2% | -32.1% | +24.9% | +18.8% |
| YTD | -7.4% | -22.3% | +14.9% | +10.3% |
| 1Y | +16.4% | +7.7% | +8.8% | +18.9% |
| All | +16.4% | +11.3% | +5.1% | +18.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling