+4,778.2%
CAH vs PAAS
+923.4%
+3,854.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.3% |
| 7D | +5.9% | -5.2% | +11.1% | +6.2% |
| 30D | +16.5% | -13.9% | +30.5% | +17.3% |
| 3M | +15.7% | -23.8% | +39.5% | +17.0% |
| 6M | +52.7% | -36.4% | +89.1% | +55.3% |
| YTD | +36.3% | -23.4% | +59.6% | +36.9% |
| 1Y | +36.7% | +5.6% | +31.1% | +35.1% |
| 3Y | +178.2% | +209.7% | -31.5% | +157.9% |
| 5Y | +515.8% | +55.6% | +460.2% | +485.2% |
| 10Y | +411.8% | +212.2% | +199.6% | +358.2% |
| All | +4,778.2% | +923.4% | +3,854.8% | +3,618.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling