+3,800.0%
FIX vs PAAS
+178.0%
+3,622.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.9% | +6.5% | +9.0% |
| 7D | -7.2% | +8.8% | -16.1% | -8.5% |
| 30D | -35.1% | -8.5% | -26.7% | -34.3% |
| 3M | -34.3% | -17.0% | -17.3% | -32.7% |
| 6M | -42.9% | -27.9% | -15.0% | -40.6% |
| YTD | +19.5% | -17.5% | +36.9% | +21.6% |
| 1Y | +16.8% | +22.8% | -6.1% | +12.9% |
| 3Y | +506.7% | +224.2% | +282.5% | +419.1% |
| 5Y | +1,046.7% | +73.6% | +973.1% | +920.6% |
| 10Y | +3,800.0% | +186.4% | +3,613.6% | +3,230.3% |
| All | +3,800.0% | +178.0% | +3,622.0% | +3,230.3% |
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