+405.0%
COR vs PAAS
+200.1%
+204.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.8% |
| 7D | +2.8% | -2.9% | +5.7% | +2.9% |
| 30D | +4.5% | +6.8% | -2.3% | +4.3% |
| 3M | +22.7% | -2.9% | +25.6% | +22.6% |
| 6M | -9.7% | -16.4% | +6.7% | -9.3% |
| YTD | -1.4% | 0.0% | -1.5% | -1.9% |
| 1Y | +13.9% | +54.3% | -40.4% | +10.9% |
| 3Y | +94.0% | +230.7% | -136.7% | +79.6% |
| 5Y | +184.0% | +111.6% | +72.4% | +166.8% |
| All | +405.0% | +200.1% | +204.9% | +368.4% |
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