+61.6%
DIA vs PAAS
+236.3%
-174.7%
-16.0%
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% | -0.3% |
| 7D | -0.2% | -2.9% | +2.7% | 0.0% |
| 30D | -1.5% | +6.8% | -8.3% | -2.1% |
| 3M | +3.8% | -2.9% | +6.6% | +3.7% |
| 6M | +10.3% | -16.4% | +26.7% | +11.0% |
| YTD | +12.1% | 0.0% | +12.1% | +11.1% |
| 1Y | +18.6% | +54.3% | -35.7% | +13.6% |
| All | +61.6% | +236.3% | -174.7% | +42.9% |
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