+143.9%
CAT vs PAAS
+182.2%
-38.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.7% |
| 7D | -10.3% | +8.4% | -18.7% | -11.6% |
| 30D | -31.2% | -7.2% | -24.0% | -30.4% |
| 3M | -34.7% | -14.0% | -20.6% | -33.3% |
| 6M | -39.5% | -26.8% | -12.7% | -37.0% |
| YTD | -1.7% | -19.8% | +18.1% | +0.3% |
| 1Y | -1.1% | +22.8% | -24.0% | -4.9% |
| 3Y | +143.9% | +183.6% | -39.8% | +95.8% |
| All | +143.9% | +182.2% | -38.3% | +95.8% |
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 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