+401.3%
CAH vs PAAS
+117.9%
+283.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.7% |
| 7D | +0.5% | +2.0% | -1.5% | +0.4% |
| 30D | +1.7% | -0.1% | +1.8% | +1.7% |
| 3M | +17.9% | +8.2% | +9.6% | +17.6% |
| 6M | +10.9% | -13.8% | +24.7% | +11.2% |
| YTD | +17.9% | -0.6% | +18.5% | +17.2% |
| 1Y | +61.7% | +44.0% | +17.7% | +57.9% |
| 3Y | +183.7% | +246.6% | -62.8% | +163.4% |
| 5Y | +401.3% | +116.1% | +285.3% | +385.6% |
| All | +401.3% | +117.9% | +283.4% | +385.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling