+293.4%
C vs PAAS
+206.7%
+86.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.1% |
| 7D | +3.6% | -2.9% | +6.5% | +3.9% |
| 30D | +0.1% | +6.8% | -6.7% | -0.6% |
| 3M | +2.4% | -2.9% | +5.3% | +2.3% |
| 6M | +24.9% | -16.4% | +41.4% | +26.0% |
| YTD | +19.8% | 0.0% | +19.8% | +18.7% |
| 1Y | +44.9% | +54.3% | -9.5% | +38.3% |
| 3Y | +263.0% | +230.7% | +32.3% | +221.7% |
| 5Y | +129.5% | +111.6% | +17.9% | +106.2% |
| All | +293.4% | +206.7% | +86.8% | +251.2% |
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