+569.6%
MA vs PAAS
+183.5%
+386.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.4% |
| 7D | -1.8% | -5.2% | +3.4% | -1.3% |
| 30D | +11.0% | -13.9% | +25.0% | +12.3% |
| 3M | +17.9% | -23.8% | +41.6% | +20.2% |
| 6M | +33.2% | -36.4% | +69.6% | +37.6% |
| YTD | +16.5% | -23.4% | +39.8% | +17.3% |
| 1Y | +19.1% | +5.6% | +13.5% | +15.9% |
| 3Y | +70.6% | +209.7% | -139.1% | +44.0% |
| 5Y | +92.1% | +55.6% | +36.5% | +71.4% |
| 10Y | +569.6% | +212.2% | +357.3% | +445.2% |
| All | +569.6% | +183.5% | +386.1% | +445.2% |
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