+40.7%
ILMN vs PAAS
+236.3%
-195.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.2% |
| 7D | +1.2% | -2.9% | +4.1% | +1.7% |
| 30D | +9.2% | +6.8% | +2.4% | +8.0% |
| 3M | +29.8% | -2.9% | +32.7% | +29.9% |
| 6M | +69.2% | -16.4% | +85.6% | +72.3% |
| YTD | +66.4% | 0.0% | +66.4% | +63.3% |
| 1Y | +123.4% | +54.3% | +69.1% | +102.6% |
| All | +40.7% | +236.3% | -195.5% | -3.1% |
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 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