+67.6%
EFA vs PAAS
+224.2%
-156.6%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.9% | +0.1% | +2.6% |
| 7D | +1.2% | +8.8% | -7.6% | 0.0% |
| 30D | +1.5% | -8.5% | +10.0% | +2.6% |
| 3M | -3.3% | -17.0% | +13.7% | -1.2% |
| 6M | +2.6% | -27.9% | +30.4% | +6.4% |
| YTD | +11.0% | -17.5% | +28.5% | +12.2% |
| 1Y | +15.1% | +22.8% | -7.7% | +9.9% |
| 3Y | +67.6% | +224.2% | -156.6% | +36.0% |
| All | +67.6% | +224.2% | -156.6% | +36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling