+293.0%
LOW vs PAAS
+205.7%
+87.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +1.4% | -8.9% | +10.3% | +2.3% |
| 30D | +21.7% | -11.4% | +33.1% | +23.1% |
| 3M | +5.0% | -20.4% | +25.5% | +7.2% |
| 6M | +4.6% | -40.7% | +45.3% | +9.4% |
| YTD | -3.5% | -26.9% | +23.4% | -1.8% |
| 1Y | +0.5% | -3.1% | +3.6% | -0.7% |
| 3Y | +24.8% | +199.3% | -174.4% | +6.4% |
| 5Y | +6.5% | +48.3% | -41.8% | -4.4% |
| All | +293.0% | +205.7% | +87.3% | +217.6% |
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