-10.4%
DOW vs PAAS
+343.2%
-353.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.5% |
| 7D | -2.9% | +2.0% | -4.9% | -3.2% |
| 30D | +2.0% | -0.1% | +2.0% | +1.8% |
| 3M | -12.5% | +8.2% | -20.8% | -13.9% |
| 6M | -9.2% | -13.8% | +4.6% | -8.5% |
| YTD | +30.8% | -0.6% | +31.4% | +28.1% |
| 1Y | +29.4% | +44.0% | -14.6% | +19.0% |
| 3Y | -34.6% | +246.6% | -281.1% | -49.0% |
| 5Y | -35.9% | +116.1% | -152.0% | -48.0% |
| All | -10.4% | +343.2% | -353.6% | -30.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling