+3,653.2%
FIX vs PAAS
+192.1%
+3,461.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.5% | +4.0% | +5.2% |
| 7D | -17.5% | +8.4% | -25.9% | -18.6% |
| 30D | -41.6% | -7.2% | -34.4% | -41.0% |
| 3M | -40.6% | -14.0% | -26.6% | -39.5% |
| 6M | -49.4% | -26.8% | -22.6% | -47.4% |
| YTD | +9.2% | -19.8% | +29.0% | +11.5% |
| 1Y | +6.5% | +22.8% | -16.4% | +3.0% |
| 3Y | +448.7% | +183.6% | +265.1% | +375.4% |
| 5Y | +948.7% | +73.8% | +874.9% | +834.2% |
| All | +3,653.2% | +192.1% | +3,461.1% | +3,120.1% |
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