+548.6%
FAST vs PAAS
+183.5%
+365.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.6% | +1.3% |
| 7D | +4.3% | -5.2% | +9.5% | +4.5% |
| 30D | +8.3% | -13.9% | +22.3% | +9.0% |
| 3M | +6.5% | -23.8% | +30.2% | +7.7% |
| 6M | +29.5% | -36.4% | +65.9% | +31.9% |
| YTD | +41.3% | -23.4% | +64.6% | +42.1% |
| 1Y | +37.4% | +5.6% | +31.8% | +36.1% |
| 3Y | +98.5% | +209.7% | -111.2% | +83.4% |
| 5Y | +111.1% | +55.6% | +55.5% | +99.3% |
| 10Y | +548.6% | +212.2% | +336.3% | +498.6% |
| All | +548.6% | +183.5% | +365.0% | +498.6% |
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