+415.4%
MAR vs PAAS
+197.3%
+218.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | -1.7% | +2.0% | -3.7% | -1.9% |
| 30D | -6.9% | -0.1% | -6.8% | -7.0% |
| 3M | -15.8% | +8.2% | -24.1% | -16.6% |
| 6M | +1.9% | -13.8% | +15.7% | +2.6% |
| YTD | +6.6% | -0.6% | +7.2% | +5.5% |
| 1Y | +23.7% | +44.0% | -20.3% | +17.8% |
| 3Y | +64.6% | +246.6% | -182.0% | +41.7% |
| 5Y | +156.4% | +116.1% | +40.3% | +126.0% |
| 10Y | +415.4% | +202.7% | +212.6% | +350.0% |
| All | +415.4% | +197.3% | +218.0% | +350.0% |
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