+30.9%
BLK vs PAAS
+116.4%
-85.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.3% | +3.4% | -0.3% |
| 7D | -5.2% | -3.7% | -1.5% | -4.7% |
| 30D | -7.0% | -1.9% | -5.2% | -7.0% |
| 3M | +5.7% | +15.1% | -9.4% | +3.1% |
| 6M | +11.0% | -17.1% | +28.1% | +12.9% |
| YTD | +0.9% | -1.3% | +2.2% | -0.6% |
| 1Y | -1.6% | +41.1% | -42.7% | -8.5% |
| 3Y | +64.5% | +244.2% | -179.7% | +27.6% |
| 5Y | +30.9% | +120.8% | -90.0% | +3.9% |
| All | +30.9% | +116.4% | -85.5% | +3.9% |
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