+313.3%
LOW vs PAAS
+178.0%
+135.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.9% | +0.5% | +3.1% |
| 7D | +6.4% | +8.8% | -2.4% | +5.5% |
| 30D | +25.6% | -8.5% | +34.0% | +26.5% |
| 3M | +4.6% | -17.0% | +21.6% | +6.2% |
| 6M | +2.5% | -27.9% | +30.4% | +5.1% |
| YTD | -1.6% | -17.5% | +15.8% | -1.1% |
| 1Y | +1.7% | +22.8% | -21.1% | -1.8% |
| 3Y | +29.4% | +224.2% | -194.8% | +9.8% |
| 5Y | +9.6% | +73.6% | -64.0% | -2.9% |
| 10Y | +313.3% | +186.4% | +127.0% | +234.4% |
| All | +313.3% | +178.0% | +135.3% | +234.4% |
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