+4,816.2%
CI vs PAAS
+955.7%
+3,860.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -1.2% |
| 7D | +1.0% | -0.4% | +1.4% | +1.0% |
| 30D | +9.9% | -11.6% | +21.5% | +10.5% |
| 3M | +12.1% | -15.6% | +27.7% | +12.8% |
| 6M | +10.6% | -19.1% | +29.7% | +11.3% |
| YTD | +11.4% | -20.9% | +32.3% | +11.9% |
| 1Y | +18.8% | +21.3% | -2.5% | +16.7% |
| 3Y | +2.9% | +177.4% | -174.5% | -4.4% |
| 5Y | +54.5% | +71.3% | -16.8% | +45.9% |
| 10Y | +175.7% | +181.5% | -5.7% | +146.1% |
| All | +4,816.2% | +955.7% | +3,860.5% | +3,954.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling