+5,062.8%
CRM vs PAAS
+283.8%
+4,779.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +2.0% | -8.9% | +10.9% | +3.3% |
| 30D | -7.7% | -11.4% | +3.7% | -6.3% |
| 3M | +8.4% | -20.4% | +28.8% | +11.5% |
| 6M | +31.9% | -40.7% | +72.6% | +40.4% |
| YTD | -17.2% | -26.9% | +9.7% | -15.5% |
| 1Y | -8.6% | -3.1% | -5.6% | -10.9% |
| 3Y | +3.1% | +199.3% | -196.1% | -18.0% |
| 5Y | -27.6% | +48.3% | -75.9% | -37.4% |
| 10Y | +197.6% | +197.6% | 0.0% | +113.1% |
| All | +5,062.8% | +283.8% | +4,779.0% | +2,212.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling