+554.8%
MA vs PAAS
+178.0%
+376.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.4% | +0.2% |
| 7D | -0.3% | +8.8% | -9.2% | -1.1% |
| 30D | +11.3% | -8.5% | +19.8% | +12.0% |
| 3M | +16.7% | -17.0% | +33.7% | +18.2% |
| 6M | +32.8% | -27.9% | +60.7% | +35.7% |
| YTD | +15.6% | -17.5% | +33.1% | +15.7% |
| 1Y | +19.6% | +22.8% | -3.3% | +14.8% |
| 3Y | +72.1% | +224.2% | -152.1% | +44.9% |
| 5Y | +96.0% | +73.6% | +22.4% | +73.2% |
| 10Y | +554.8% | +186.4% | +368.4% | +439.2% |
| All | +554.8% | +178.0% | +376.8% | +439.2% |
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