+32.1%
CVS vs PAAS
+182.2%
-150.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.5% | +1.6% | +3.1% |
| 7D | -7.1% | +8.4% | -15.5% | -7.2% |
| 30D | -4.0% | -7.2% | +3.2% | -3.8% |
| 3M | -12.2% | -14.0% | +1.8% | -12.0% |
| 6M | -2.2% | -26.8% | +24.6% | -1.3% |
| YTD | +8.9% | -19.8% | +28.7% | +9.3% |
| 1Y | +9.9% | +22.8% | -13.0% | +9.6% |
| 3Y | +32.1% | +183.6% | -151.5% | +29.4% |
| All | +32.1% | +182.2% | -150.1% | +29.4% |
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 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