+146.5%
EFA vs PAAS
+205.7%
-59.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.2% |
| 7D | +2.2% | -8.9% | +11.2% | +3.4% |
| 30D | +1.4% | -11.4% | +12.8% | +2.7% |
| 3M | -4.2% | -20.4% | +16.3% | -1.8% |
| 6M | +1.9% | -40.7% | +42.6% | +7.7% |
| YTD | +10.2% | -26.9% | +37.1% | +12.8% |
| 1Y | +12.8% | -3.1% | +15.8% | +11.5% |
| 3Y | +65.2% | +199.3% | -134.0% | +40.7% |
| 5Y | +49.8% | +48.3% | +1.5% | +34.4% |
| All | +146.5% | +205.7% | -59.2% | +104.2% |
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