+784.1%
DE vs PAAS
+183.5%
+600.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.7% |
| 7D | +2.3% | -5.2% | +7.4% | +2.8% |
| 30D | +9.3% | -13.9% | +23.3% | +10.8% |
| 3M | +12.2% | -23.8% | +36.0% | +14.9% |
| 6M | +18.1% | -36.4% | +54.5% | +22.8% |
| YTD | +49.8% | -23.4% | +73.1% | +51.9% |
| 1Y | +46.4% | +5.6% | +40.7% | +43.3% |
| 3Y | +92.5% | +209.7% | -117.2% | +64.1% |
| 5Y | +107.4% | +55.6% | +51.8% | +86.0% |
| 10Y | +784.1% | +212.2% | +571.8% | +689.8% |
| All | +784.1% | +183.5% | +600.5% | +689.8% |
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