+135.5%
HL vs PAAS
+168.2%
-32.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -5.8% | -1.4% | -1.5% |
| 7D | +8.2% | +4.2% | +4.0% | +4.5% |
| 30D | -16.3% | -13.8% | -2.5% | -2.5% |
| 3M | -18.6% | -22.7% | +4.2% | +5.4% |
| 6M | -23.2% | -32.1% | +8.9% | +14.4% |
| YTD | -25.5% | -22.3% | -3.2% | -2.2% |
| 1Y | -4.8% | +7.7% | -12.4% | -9.1% |
| 3Y | +281.4% | +214.0% | +67.4% | +29.2% |
| 5Y | +137.8% | +63.2% | +74.6% | +50.4% |
| 10Y | +135.5% | +185.5% | -50.0% | -0.3% |
| All | +135.5% | +168.2% | -32.8% | -0.3% |
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