+207.0%
C vs PAAS
+205.7%
+1.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | 0.0% |
| 7D | +4.2% | -8.9% | +13.1% | +5.0% |
| 30D | +2.0% | -11.4% | +13.4% | +3.0% |
| 3M | -10.1% | -20.4% | +10.3% | -8.6% |
| 6M | +1.0% | -40.7% | +41.7% | +4.9% |
| YTD | +8.5% | -26.9% | +35.4% | +10.2% |
| 1Y | +25.7% | -3.1% | +28.8% | +24.7% |
| 3Y | +216.0% | +199.3% | +16.7% | +182.4% |
| 5Y | +112.3% | +48.3% | +64.0% | +95.5% |
| All | +207.0% | +205.7% | +1.4% | +182.0% |
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