+150.3%
CI vs PAAS
+168.2%
-18.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.8% | +8.4% | +2.7% |
| 7D | +2.6% | +4.2% | -1.6% | +2.4% |
| 30D | +7.3% | -13.8% | +21.1% | +7.8% |
| 3M | +9.5% | -22.7% | +32.2% | +10.3% |
| 6M | +6.4% | -32.1% | +38.5% | +7.6% |
| YTD | +12.0% | -22.3% | +34.3% | +12.4% |
| 1Y | +20.1% | +7.7% | +12.4% | +19.0% |
| 3Y | +9.6% | +214.0% | -204.4% | +2.0% |
| 5Y | +52.7% | +63.2% | -10.5% | +45.7% |
| 10Y | +150.3% | +185.5% | -35.2% | +130.7% |
| All | +150.3% | +168.2% | -18.0% | +130.7% |
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