+105.5%
B vs PAAS
+48.6%
+56.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.3% |
| 7D | -7.3% | -8.9% | +1.6% | -1.9% |
| 30D | -3.3% | -11.4% | +8.1% | +4.1% |
| 3M | -7.8% | -20.4% | +12.7% | +5.8% |
| 6M | -15.5% | -40.7% | +25.1% | +14.4% |
| YTD | -12.3% | -26.9% | +14.7% | +4.7% |
| 1Y | +5.4% | -3.1% | +8.4% | +6.5% |
| 3Y | +165.5% | +199.3% | -33.7% | +34.8% |
| All | +105.5% | +48.6% | +56.9% | +43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling