+29.4%
DOW vs PAAS
+43.8%
-14.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 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% | -3.0% |
| 30D | +2.0% | -0.1% | +2.0% | +1.9% |
| 3M | -12.5% | +8.2% | -20.8% | -12.7% |
| 6M | -9.2% | -13.8% | +4.6% | -8.2% |
| YTD | +30.8% | -0.6% | +31.4% | +28.7% |
| 1Y | +29.4% | +44.0% | -14.6% | +23.6% |
| All | +29.4% | +43.8% | -14.4% | +23.6% |
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 2025-09-08 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling