+177.5%
DLR vs PAAS
+178.0%
-0.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.9% | +0.5% | +3.1% |
| 7D | +2.4% | +8.8% | -6.5% | +1.4% |
| 30D | +0.7% | -8.5% | +9.2% | +1.6% |
| 3M | -6.4% | -17.0% | +10.6% | -4.8% |
| 6M | -6.5% | -27.9% | +21.4% | -3.9% |
| YTD | +18.8% | -17.5% | +36.3% | +19.6% |
| 1Y | +9.0% | +22.8% | -13.8% | +5.1% |
| 3Y | +54.5% | +224.2% | -169.7% | +32.5% |
| 5Y | +35.8% | +73.6% | -37.8% | +20.4% |
| 10Y | +177.5% | +186.4% | -8.9% | +134.4% |
| All | +177.5% | +178.0% | -0.5% | +134.4% |
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