+246.7%
CB vs PAAS
+183.5%
+63.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.4% |
| 7D | -1.0% | -5.2% | +4.2% | -0.9% |
| 30D | +7.3% | -13.9% | +21.3% | +7.7% |
| 3M | +7.0% | -23.8% | +30.8% | +7.7% |
| 6M | +16.3% | -36.4% | +52.8% | +17.7% |
| YTD | +19.7% | -23.4% | +43.1% | +19.9% |
| 1Y | +27.8% | +5.6% | +22.2% | +26.3% |
| 3Y | +72.0% | +209.7% | -137.7% | +60.7% |
| 5Y | +104.9% | +55.6% | +49.3% | +96.0% |
| 10Y | +246.7% | +212.2% | +34.5% | +226.1% |
| All | +246.7% | +183.5% | +63.2% | +226.1% |
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