+238.9%
CRM vs PAAS
+230.4%
+8.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.6% | +2.0% |
| 7D | -4.4% | -1.9% | -2.5% | -4.3% |
| 30D | +28.1% | -3.6% | +31.7% | +28.5% |
| 3M | +48.8% | +8.6% | +40.3% | +47.0% |
| 6M | +28.3% | -16.7% | +44.9% | +29.7% |
| YTD | -6.0% | -1.9% | -4.1% | -7.3% |
| 1Y | +1.4% | +38.0% | -36.6% | -4.5% |
| 3Y | +11.8% | +234.9% | -223.1% | -8.7% |
| 5Y | -2.0% | +119.5% | -121.5% | -17.3% |
| All | +238.9% | +230.4% | +8.5% | +173.8% |
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