+8.9%
DOCS vs PAAS
+236.3%
-227.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.4% | -2.4% |
| 7D | -1.4% | -2.9% | +1.5% | -1.0% |
| 30D | +21.8% | +6.8% | +15.0% | +20.4% |
| 3M | +27.3% | -2.9% | +30.2% | +27.1% |
| 6M | -0.3% | -16.4% | +16.1% | +1.5% |
| YTD | -40.5% | 0.0% | -40.5% | -41.7% |
| 1Y | -61.5% | +54.3% | -115.9% | -65.7% |
| All | +8.9% | +236.3% | -227.3% | -24.0% |
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 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