-14.9%
BAX vs PAAS
+206.7%
-221.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.8% | +5.9% | +0.9% |
| 7D | +3.6% | +4.2% | -0.5% | +3.0% |
| 30D | +8.5% | -13.8% | +22.3% | +10.6% |
| 3M | -4.9% | -22.7% | +17.9% | -1.9% |
| 6M | +47.0% | -32.1% | +79.1% | +53.8% |
| YTD | +38.4% | -22.3% | +60.7% | +41.0% |
| 1Y | +49.1% | +7.7% | +41.5% | +44.8% |
| 3Y | -14.9% | +214.0% | -228.9% | -34.7% |
| All | -14.9% | +206.7% | -221.5% | -34.7% |
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