+246.2%
DIA vs PAAS
+197.3%
+48.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.5% | -1.1% |
| 7D | +0.1% | +2.0% | -1.9% | -0.1% |
| 30D | -2.1% | -0.1% | -2.0% | -2.2% |
| 3M | +4.2% | +8.2% | -4.1% | +3.2% |
| 6M | +11.9% | -13.8% | +25.7% | +12.6% |
| YTD | +10.8% | -0.6% | +11.5% | +9.9% |
| 1Y | +17.5% | +44.0% | -26.5% | +12.7% |
| 3Y | +59.9% | +246.6% | -186.6% | +40.1% |
| 5Y | +64.1% | +116.1% | -51.9% | +47.1% |
| 10Y | +246.2% | +202.7% | +43.5% | +201.6% |
| All | +246.2% | +197.3% | +48.9% | +201.6% |
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