+128.6%
BP vs PAAS
+113.1%
+15.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.8% |
| 7D | +3.9% | -2.9% | +6.8% | +4.2% |
| 30D | +7.6% | +6.8% | +0.8% | +6.5% |
| 3M | +0.7% | -2.9% | +3.6% | +0.6% |
| 6M | +15.5% | -16.4% | +31.9% | +16.9% |
| YTD | +30.8% | 0.0% | +30.8% | +28.0% |
| 1Y | +34.3% | +54.3% | -20.0% | +21.5% |
| 3Y | +35.1% | +230.7% | -195.6% | +4.1% |
| All | +128.6% | +113.1% | +15.5% | +95.3% |
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