+760.6%
COST vs PAAS
+183.5%
+577.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.4% | +3.4% | +2.1% |
| 7D | +3.9% | -5.2% | +9.1% | +4.2% |
| 30D | +13.5% | -13.9% | +27.5% | +14.2% |
| 3M | +15.3% | -23.8% | +39.1% | +16.6% |
| 6M | +9.2% | -36.4% | +45.6% | +11.2% |
| YTD | +26.9% | -23.4% | +50.2% | +27.3% |
| 1Y | +19.7% | +5.6% | +14.1% | +17.8% |
| 3Y | +96.0% | +209.7% | -113.7% | +77.9% |
| 5Y | +124.0% | +55.6% | +68.5% | +108.9% |
| 10Y | +760.6% | +212.2% | +548.4% | +698.0% |
| All | +760.6% | +183.5% | +577.1% | +698.0% |
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