+1,076.1%
BE vs PAAS
+113.1%
+963.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.4% | +9.7% | +8.4% |
| 7D | +20.0% | -2.9% | +22.9% | +21.4% |
| 30D | +7.9% | +6.8% | +1.1% | +3.8% |
| 3M | -13.2% | -2.9% | -10.3% | -12.8% |
| 6M | +53.5% | -16.4% | +69.9% | +62.9% |
| YTD | +191.0% | 0.0% | +191.0% | +180.9% |
| 1Y | +360.5% | +54.3% | +306.2% | +265.4% |
| 3Y | +1,568.0% | +230.7% | +1,337.3% | +731.5% |
| All | +1,076.1% | +113.1% | +963.1% | +638.7% |
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 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