+553.1%
MA vs PAAS
+192.1%
+361.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -1.9% | -0.6% |
| 7D | +2.3% | +8.4% | -6.1% | +1.6% |
| 30D | +14.7% | -7.2% | +21.8% | +15.3% |
| 3M | +13.5% | -14.0% | +27.5% | +14.5% |
| 6M | +33.1% | -26.8% | +59.9% | +35.8% |
| YTD | +15.1% | -19.8% | +34.9% | +15.4% |
| 1Y | +18.7% | +22.8% | -4.1% | +13.9% |
| 3Y | +72.1% | +183.6% | -111.6% | +46.9% |
| 5Y | +92.8% | +73.8% | +19.0% | +70.3% |
| All | +553.1% | +192.1% | +361.0% | +437.6% |
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