+135.7%
BP vs PAAS
+183.5%
-47.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.7% |
| 7D | -0.8% | -5.2% | +4.4% | -0.1% |
| 30D | -3.1% | -13.9% | +10.8% | -1.5% |
| 3M | +6.2% | -23.8% | +29.9% | +9.3% |
| 6M | +4.8% | -36.4% | +41.2% | +10.1% |
| YTD | +35.2% | -23.4% | +58.5% | +36.3% |
| 1Y | +27.4% | +5.6% | +21.8% | +21.7% |
| 3Y | +49.8% | +209.7% | -159.9% | +16.6% |
| 5Y | +109.4% | +55.6% | +53.8% | +77.1% |
| 10Y | +135.7% | +212.2% | -76.5% | +71.6% |
| All | +135.7% | +183.5% | -47.8% | +71.6% |
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