+47.0%
DOW vs PAAS
+18.2%
+28.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.9% | -4.3% | -1.4% |
| 7D | -9.4% | +8.8% | -18.3% | -9.4% |
| 30D | +8.9% | -8.5% | +17.4% | +9.3% |
| 3M | +6.7% | -17.0% | +23.8% | +7.2% |
| 6M | -14.2% | -27.9% | +13.7% | -13.0% |
| YTD | +36.9% | -17.5% | +54.4% | +33.9% |
| All | +47.0% | +18.2% | +28.8% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling