-1.5%
BBY vs PAAS
+122.5%
-124.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.7% | -5.2% | -1.8% |
| 7D | +1.2% | +2.6% | -1.5% | +0.9% |
| 30D | +6.8% | +2.5% | +4.3% | +6.3% |
| 3M | +18.7% | +15.1% | +3.7% | +16.4% |
| 6M | +37.3% | -12.1% | +49.4% | +38.1% |
| YTD | +35.3% | +3.1% | +32.2% | +32.3% |
| 1Y | +20.7% | +50.8% | -30.2% | +11.6% |
| 3Y | +39.4% | +259.5% | -220.1% | +9.6% |
| 5Y | -1.5% | +126.3% | -127.8% | -21.3% |
| All | -1.5% | +122.5% | -124.0% | -21.3% |
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