+121.6%
GLD vs PAAS
+76.1%
+45.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.9% | -1.0% | +1.1% |
| 7D | +4.9% | +8.8% | -3.9% | +2.5% |
| 30D | -1.3% | -8.5% | +7.1% | +0.9% |
| 3M | -4.8% | -17.0% | +12.3% | -0.4% |
| 6M | -12.5% | -27.9% | +15.4% | -5.7% |
| YTD | -4.2% | -17.5% | +13.2% | -0.5% |
| 1Y | +3.0% | +22.8% | -19.8% | -2.4% |
| 3Y | +109.1% | +224.2% | -115.1% | +56.0% |
| 5Y | +121.6% | +73.6% | +47.9% | +79.7% |
| All | +121.6% | +76.1% | +45.5% | +79.7% |
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