+411.5%
CAH vs PAAS
+205.7%
+205.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.6% | +1.1% |
| 7D | +3.5% | -8.9% | +12.4% | +3.8% |
| 30D | +13.5% | -11.4% | +24.9% | +13.9% |
| 3M | +21.8% | -20.4% | +42.3% | +22.7% |
| 6M | +51.5% | -40.7% | +92.2% | +54.2% |
| YTD | +38.1% | -26.9% | +65.0% | +38.7% |
| 1Y | +37.7% | -3.1% | +40.8% | +36.3% |
| 3Y | +179.6% | +199.3% | -19.6% | +158.3% |
| 5Y | +504.9% | +48.3% | +456.7% | +475.4% |
| All | +411.5% | +205.7% | +205.9% | +381.2% |
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