+475.2%
COR vs PAAS
+207.5%
+267.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | 0.0% |
| 7D | +2.9% | -7.0% | +9.9% | +3.1% |
| 30D | +5.8% | -15.3% | +21.1% | +6.3% |
| 3M | +11.4% | -27.7% | +39.2% | +12.3% |
| 6M | +34.5% | -40.5% | +74.9% | +36.3% |
| YTD | +4.1% | -26.5% | +30.6% | +4.4% |
| 1Y | -3.1% | -0.8% | -2.4% | -4.2% |
| 3Y | +80.9% | +196.9% | -116.1% | +67.2% |
| 5Y | +195.1% | +49.2% | +146.0% | +180.3% |
| All | +475.2% | +207.5% | +267.7% | +441.8% |
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