+34.2%
DIS vs PAAS
+192.1%
-157.9%
-60.7%
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% | -0.6% |
| 7D | +5.2% | +8.4% | -3.2% | +4.3% |
| 30D | +11.5% | -7.2% | +18.6% | +12.2% |
| 3M | +11.5% | -14.0% | +25.6% | +12.8% |
| 6M | +8.9% | -26.8% | +35.6% | +11.6% |
| YTD | +3.4% | -19.8% | +23.2% | +4.3% |
| 1Y | +7.2% | +22.8% | -15.6% | +3.1% |
| 3Y | +43.3% | +183.6% | -140.3% | +21.8% |
| 5Y | -31.4% | +73.8% | -105.3% | -39.9% |
| All | +34.2% | +192.1% | -157.9% | +11.0% |
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