+223.5%
C vs PAAS
+192.1%
+31.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | +0.4% |
| 7D | -2.4% | +8.4% | -10.8% | -3.1% |
| 30D | -6.0% | -7.2% | +1.2% | -5.4% |
| 3M | -10.5% | -14.0% | +3.5% | -9.7% |
| 6M | -5.7% | -26.8% | +21.0% | -3.8% |
| YTD | +4.1% | -19.8% | +23.9% | +4.9% |
| 1Y | +20.5% | +22.8% | -2.4% | +17.3% |
| 3Y | +208.1% | +183.6% | +24.5% | +176.2% |
| 5Y | +110.4% | +73.8% | +36.6% | +91.8% |
| All | +223.5% | +192.1% | +31.4% | +193.6% |
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