+28.1%
BA vs PAAS
+178.0%
-149.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.5% | -1.1% |
| 7D | -1.7% | +8.8% | -10.6% | -3.1% |
| 30D | -9.5% | -8.5% | -1.0% | -8.3% |
| 3M | -26.5% | -17.0% | -9.5% | -24.6% |
| 6M | -27.4% | -27.9% | +0.5% | -24.1% |
| YTD | -20.6% | -17.5% | -3.1% | -19.7% |
| 1Y | -11.4% | +22.8% | -34.3% | -16.6% |
| 3Y | -10.8% | +224.2% | -235.1% | -30.9% |
| 5Y | -21.9% | +73.6% | -95.6% | -34.5% |
| 10Y | +28.1% | +186.4% | -158.2% | -5.8% |
| All | +28.1% | +178.0% | -149.8% | -5.8% |
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