+179.0%
CAH vs PAAS
+182.2%
-3.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.5% |
| 7D | +8.5% | +8.4% | +0.1% | +8.5% |
| 30D | +17.0% | -7.2% | +24.2% | +17.0% |
| 3M | +14.6% | -14.0% | +28.6% | +14.6% |
| 6M | +42.5% | -26.8% | +69.3% | +42.5% |
| YTD | +33.5% | -19.8% | +53.3% | +33.1% |
| 1Y | +38.5% | +22.8% | +15.7% | +36.8% |
| 3Y | +179.0% | +183.6% | -4.6% | +178.0% |
| All | +179.0% | +182.2% | -3.2% | +178.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling