+142.2%
BP vs PAAS
+205.7%
-63.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +3.8% | -8.9% | +12.7% | +5.0% |
| 30D | -5.3% | -11.4% | +6.1% | -4.1% |
| 3M | +9.3% | -20.4% | +29.7% | +11.9% |
| 6M | +7.2% | -40.7% | +47.9% | +13.7% |
| YTD | +38.0% | -26.9% | +65.0% | +40.0% |
| 1Y | +33.2% | -3.1% | +36.3% | +28.7% |
| 3Y | +50.3% | +199.3% | -149.0% | +17.4% |
| 5Y | +114.1% | +48.3% | +65.8% | +82.2% |
| All | +142.2% | +205.7% | -63.5% | +77.5% |
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