+166.1%
B vs PAAS
+182.2%
-16.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | -0.3% |
| 7D | +9.6% | +8.4% | +1.2% | +4.4% |
| 30D | +3.5% | -7.2% | +10.7% | +8.3% |
| 3M | -1.6% | -14.0% | +12.4% | +7.3% |
| 6M | -1.7% | -26.8% | +25.1% | +17.9% |
| YTD | -5.3% | -19.8% | +14.5% | +7.1% |
| 1Y | +27.2% | +22.8% | +4.4% | +12.7% |
| 3Y | +166.1% | +183.6% | -17.5% | +40.6% |
| All | +166.1% | +182.2% | -16.0% | +40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling