+32.6%
HD vs PAAS
+224.2%
-191.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.9% | 0.0% | +2.7% |
| 7D | +3.6% | +8.8% | -5.2% | +2.9% |
| 30D | +21.6% | -8.5% | +30.0% | +22.2% |
| 3M | +0.1% | -17.0% | +17.1% | +1.2% |
| 6M | +13.0% | -27.9% | +40.9% | +15.1% |
| YTD | +4.9% | -17.5% | +22.4% | +5.5% |
| 1Y | -2.1% | +22.8% | -24.9% | -4.1% |
| 3Y | +32.6% | +224.2% | -191.6% | +12.9% |
| All | +32.6% | +224.2% | -191.6% | +12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling