+712.5%
CAT vs PAAS
+178.0%
+534.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.9% | +4.3% | +6.9% |
| 7D | -2.4% | +8.8% | -11.2% | -3.4% |
| 30D | -25.0% | -8.5% | -16.6% | -24.3% |
| 3M | -28.7% | -17.0% | -11.7% | -27.4% |
| 6M | -33.0% | -27.9% | -5.1% | -30.9% |
| YTD | +5.4% | -17.5% | +22.9% | +6.6% |
| 1Y | +7.3% | +22.8% | -15.6% | +4.1% |
| 3Y | +166.0% | +224.2% | -58.2% | +130.8% |
| 5Y | +210.1% | +73.6% | +136.5% | +178.3% |
| 10Y | +712.5% | +186.4% | +526.2% | +605.3% |
| All | +712.5% | +178.0% | +534.5% | +605.3% |
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