+10.2%
CRM vs PAAS
+255.3%
-245.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.7% | -2.2% |
| 7D | -5.0% | +2.6% | -7.6% | -5.1% |
| 30D | +23.6% | +2.5% | +21.1% | +23.4% |
| 3M | +39.6% | +15.1% | +24.5% | +38.6% |
| 6M | +23.4% | -12.1% | +35.5% | +24.1% |
| YTD | -7.4% | +3.1% | -10.4% | -8.1% |
| 1Y | -2.3% | +50.8% | -53.2% | -5.9% |
| All | +10.2% | +255.3% | -245.1% | -1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling