+302.3%
CAH vs PAAS
+218.1%
+84.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -0.3% |
| 7D | -2.2% | +2.6% | -4.9% | -2.3% |
| 30D | +1.2% | +2.5% | -1.3% | +1.0% |
| 3M | +13.1% | +15.1% | -2.0% | +12.3% |
| 6M | +8.5% | -12.1% | +20.5% | +8.7% |
| YTD | +17.6% | +3.1% | +14.6% | +16.7% |
| 1Y | +60.7% | +50.8% | +9.8% | +56.2% |
| 3Y | +183.2% | +259.5% | -76.3% | +160.7% |
| 5Y | +402.2% | +126.3% | +275.9% | +370.1% |
| 10Y | +302.3% | +239.7% | +62.6% | +268.6% |
| All | +302.3% | +218.1% | +84.2% | +268.6% |
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