+458.5%
BAX vs PAAS
+971.0%
-512.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | +0.5% |
| 7D | +12.1% | +8.4% | +3.7% | +11.7% |
| 30D | +7.6% | -7.2% | +14.8% | +7.9% |
| 3M | -4.5% | -14.0% | +9.5% | -3.9% |
| 6M | +52.0% | -26.8% | +78.8% | +53.8% |
| YTD | +35.1% | -19.8% | +54.9% | +35.9% |
| 1Y | +43.7% | +22.8% | +20.9% | +41.6% |
| 3Y | -20.9% | +183.6% | -204.6% | -25.5% |
| 5Y | -63.5% | +73.8% | -137.4% | -65.2% |
| 10Y | -36.0% | +185.6% | -221.6% | -41.2% |
| All | +458.5% | +971.0% | -512.6% | +360.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling