+140.1%
BP vs PAAS
+207.5%
-67.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.1% | +5.4% | +1.8% |
| 7D | +2.5% | -7.0% | +9.6% | +3.4% |
| 30D | -5.6% | -15.3% | +9.7% | -3.8% |
| 3M | +8.0% | -27.7% | +35.8% | +12.1% |
| 6M | +5.7% | -40.5% | +46.1% | +12.0% |
| YTD | +36.8% | -26.5% | +63.3% | +38.7% |
| 1Y | +30.7% | -0.8% | +31.5% | +25.9% |
| 3Y | +51.6% | +196.9% | -145.3% | +18.6% |
| 5Y | +112.2% | +49.2% | +63.1% | +80.5% |
| All | +140.1% | +207.5% | -67.4% | +75.8% |
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