+57.9%
DIA vs PAAS
+48.6%
+9.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +2.1% | -8.9% | +11.0% | +3.0% |
| 30D | +1.5% | -11.4% | +12.9% | +2.5% |
| 3M | -2.4% | -20.4% | +18.0% | -0.6% |
| 6M | +6.0% | -40.7% | +46.7% | +10.5% |
| YTD | +10.1% | -26.9% | +37.0% | +11.9% |
| 1Y | +11.8% | -3.1% | +14.9% | +10.5% |
| 3Y | +59.7% | +199.3% | -139.5% | +36.8% |
| All | +57.9% | +48.6% | +9.3% | +47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling