+240.2%
DIA vs PAAS
+192.1%
+48.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.5% |
| 7D | -0.9% | +8.4% | -9.3% | -1.6% |
| 30D | +0.3% | -7.2% | +7.4% | +0.8% |
| 3M | -4.5% | -14.0% | +9.5% | -3.6% |
| 6M | +3.4% | -26.8% | +30.1% | +5.4% |
| YTD | +7.8% | -19.8% | +27.6% | +8.6% |
| 1Y | +10.7% | +22.8% | -12.1% | +7.6% |
| 3Y | +57.5% | +183.6% | -126.1% | +40.3% |
| 5Y | +53.7% | +73.8% | -20.1% | +40.1% |
| All | +240.2% | +192.1% | +48.1% | +197.2% |
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