+226.8%
LOW vs PAAS
+197.3%
+29.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.7% |
| 7D | +0.4% | +2.0% | -1.6% | +0.2% |
| 30D | -10.1% | -0.1% | -10.0% | -10.2% |
| 3M | -2.9% | +8.2% | -11.1% | -3.9% |
| 6M | -19.4% | -13.8% | -5.6% | -18.8% |
| YTD | -15.4% | -0.6% | -14.8% | -16.3% |
| 1Y | -24.9% | +44.0% | -68.9% | -28.7% |
| 3Y | -7.8% | +246.6% | -254.4% | -22.2% |
| 5Y | +8.4% | +116.1% | -107.7% | -5.9% |
| 10Y | +226.8% | +202.7% | +24.1% | +165.5% |
| All | +226.8% | +197.3% | +29.4% | +165.5% |
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