+6.8%
CI vs PAAS
+236.3%
-229.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.3% |
| 7D | +1.3% | -2.9% | +4.2% | +1.3% |
| 30D | +4.4% | +6.8% | -2.4% | +4.5% |
| 3M | +0.7% | -2.9% | +3.5% | +0.6% |
| 6M | +0.3% | -16.4% | +16.8% | +0.3% |
| YTD | +3.8% | 0.0% | +3.8% | +4.0% |
| 1Y | -5.5% | +54.3% | -59.8% | -4.9% |
| All | +6.8% | +236.3% | -229.4% | +6.6% |
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