+668.0%
BE vs PAAS
+155.2%
+512.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.7% |
| 7D | +10.8% | -8.9% | +19.7% | +15.4% |
| 30D | -19.8% | -11.4% | -8.4% | -15.5% |
| 3M | -18.7% | -20.4% | +1.7% | -10.7% |
| 6M | -33.7% | -40.7% | +7.0% | -18.0% |
| YTD | +121.0% | -26.9% | +147.9% | +144.8% |
| 1Y | +85.4% | -3.1% | +88.5% | +82.4% |
| 3Y | +1,709.5% | +199.3% | +1,510.3% | +929.7% |
| 5Y | +462.2% | +48.3% | +413.9% | +313.8% |
| All | +668.0% | +155.2% | +512.8% | +332.0% |
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