+663.2%
FLEX vs PAAS
+113.1%
+550.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +2.1% |
| 7D | -0.9% | -2.9% | +2.0% | -0.2% |
| 30D | -10.1% | +6.8% | -16.9% | -12.0% |
| 3M | -31.3% | -2.9% | -28.5% | -31.4% |
| 6M | +71.3% | -16.4% | +87.7% | +76.3% |
| YTD | +81.2% | 0.0% | +81.2% | +78.6% |
| 1Y | +98.5% | +54.3% | +44.2% | +78.4% |
| 3Y | +428.2% | +230.7% | +197.6% | +298.1% |
| All | +663.2% | +113.1% | +550.2% | +514.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling