+593.1%
MA vs PAAS
+205.7%
+387.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.4% |
| 7D | +1.3% | -8.9% | +10.2% | +2.1% |
| 30D | +9.6% | -11.4% | +21.0% | +10.6% |
| 3M | +16.8% | -20.4% | +37.2% | +18.7% |
| 6M | +35.2% | -40.7% | +75.9% | +40.6% |
| YTD | +16.6% | -26.9% | +43.5% | +17.9% |
| 1Y | +19.8% | -3.1% | +22.8% | +17.5% |
| 3Y | +70.7% | +199.3% | -128.6% | +44.5% |
| 5Y | +87.4% | +48.3% | +39.1% | +67.9% |
| All | +593.1% | +205.7% | +387.4% | +467.4% |
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