+700.3%
CAT vs PAAS
+183.5%
+516.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.4% | +4.3% | +3.1% |
| 7D | +1.7% | -5.2% | +6.9% | +2.4% |
| 30D | -24.6% | -13.9% | -10.6% | -23.3% |
| 3M | -28.5% | -23.8% | -4.7% | -26.5% |
| 6M | -34.8% | -36.4% | +1.6% | -31.8% |
| YTD | +5.9% | -23.4% | +29.3% | +8.0% |
| 1Y | +6.8% | +5.6% | +1.2% | +5.4% |
| 3Y | +161.1% | +209.7% | -48.6% | +127.5% |
| 5Y | +213.4% | +55.6% | +157.9% | +184.1% |
| 10Y | +700.3% | +212.2% | +488.1% | +600.2% |
| All | +700.3% | +183.5% | +516.8% | +600.2% |
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