+491.1%
COR vs PAAS
+205.7%
+285.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.3% | +2.8% |
| 7D | +7.6% | -8.9% | +16.6% | +7.9% |
| 30D | +6.8% | -11.4% | +18.2% | +7.1% |
| 3M | +16.0% | -20.4% | +36.5% | +16.7% |
| 6M | +41.0% | -40.7% | +81.7% | +43.0% |
| YTD | +6.9% | -26.9% | +33.9% | +7.3% |
| 1Y | -1.0% | -3.1% | +2.1% | -2.0% |
| 3Y | +84.6% | +199.3% | -114.6% | +70.6% |
| 5Y | +203.3% | +48.3% | +155.0% | +188.1% |
| All | +491.1% | +205.7% | +285.4% | +456.8% |
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