+17.1%
CI vs PAAS
+21.8%
-4.7%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.1% | -2.6% |
| 7D | -1.6% | +8.4% | -10.0% | -1.7% |
| 30D | +5.4% | -7.2% | +12.6% | +5.4% |
| 3M | +7.3% | -14.0% | +21.3% | +7.3% |
| 6M | +5.3% | -26.8% | +32.1% | +5.9% |
| YTD | +8.5% | -19.8% | +28.3% | +9.1% |
| 1Y | +17.1% | +22.8% | -5.7% | +21.3% |
| All | +17.1% | +21.8% | -4.7% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling