+31.8%
BA vs PAAS
+192.1%
-160.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | +0.3% |
| 7D | +1.1% | +8.4% | -7.3% | -0.3% |
| 30D | -7.9% | -7.2% | -0.8% | -7.0% |
| 3M | -25.3% | -14.0% | -11.3% | -23.9% |
| 6M | -24.6% | -26.8% | +2.2% | -21.4% |
| YTD | -20.1% | -19.8% | -0.3% | -18.8% |
| 1Y | -11.8% | +22.8% | -34.6% | -16.9% |
| 3Y | -10.1% | +183.6% | -193.8% | -28.8% |
| 5Y | -22.7% | +73.8% | -96.6% | -35.2% |
| All | +31.8% | +192.1% | -160.4% | -2.6% |
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 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