+537.5%
MAR vs PAAS
+168.2%
+369.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -5.8% | +8.5% | +3.1% |
| 7D | +2.9% | +4.2% | -1.3% | +2.5% |
| 30D | +17.0% | -13.8% | +30.8% | +18.4% |
| 3M | +23.2% | -22.7% | +45.9% | +25.4% |
| 6M | +21.7% | -32.1% | +53.8% | +24.9% |
| YTD | +38.9% | -22.3% | +61.1% | +39.9% |
| 1Y | +48.7% | +7.7% | +41.0% | +45.4% |
| 3Y | +122.9% | +214.0% | -91.1% | +94.0% |
| 5Y | +177.5% | +63.2% | +114.3% | +150.5% |
| 10Y | +537.5% | +185.5% | +352.0% | +460.1% |
| All | +537.5% | +168.2% | +369.3% | +460.1% |
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