+65.4%
CVS vs PAAS
+250.5%
-185.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.4% |
| 7D | +4.0% | -2.9% | +6.8% | +4.0% |
| 30D | -2.4% | +6.8% | -9.2% | -2.7% |
| 3M | +2.7% | -2.9% | +5.5% | +2.7% |
| 6M | +21.9% | -16.4% | +38.3% | +22.3% |
| YTD | +24.7% | 0.0% | +24.7% | +24.4% |
| 1Y | +35.4% | +54.3% | -18.9% | +33.7% |
| All | +65.4% | +250.5% | -185.1% | +59.5% |
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