+121.9%
EEM vs PAAS
+207.5%
-85.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.7% | -0.9% |
| 7D | +5.3% | -7.0% | +12.4% | +6.4% |
| 30D | -7.0% | -15.3% | +8.3% | -4.9% |
| 3M | -8.0% | -27.7% | +19.7% | -4.0% |
| 6M | -6.6% | -40.5% | +33.8% | -0.2% |
| YTD | +12.3% | -26.5% | +38.8% | +15.9% |
| 1Y | +12.2% | -0.8% | +12.9% | +10.9% |
| 3Y | +71.2% | +196.9% | -125.7% | +43.2% |
| 5Y | +32.2% | +49.2% | -16.9% | +17.6% |
| All | +121.9% | +207.5% | -85.5% | +73.8% |
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