+520.8%
EWT vs PAAS
+218.1%
+302.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.3% |
| 7D | +2.1% | +2.6% | -0.5% | +1.8% |
| 30D | +9.4% | +2.5% | +6.9% | +8.8% |
| 3M | +10.9% | +15.1% | -4.2% | +8.6% |
| 6M | +57.9% | -12.1% | +70.0% | +59.3% |
| YTD | +75.9% | +3.1% | +72.9% | +73.5% |
| 1Y | +89.7% | +50.8% | +38.9% | +78.2% |
| 3Y | +200.9% | +259.5% | -58.6% | +152.2% |
| 5Y | +154.5% | +126.3% | +28.2% | +119.0% |
| 10Y | +520.8% | +239.7% | +281.0% | +397.3% |
| All | +520.8% | +218.1% | +302.6% | +397.3% |
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