+2,498.9%
MAR vs PAAS
+652.5%
+1,846.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.3% |
| 7D | -4.2% | -2.9% | -1.3% | -3.9% |
| 30D | -6.7% | +6.8% | -13.5% | -7.3% |
| 3M | -12.5% | -2.9% | -9.6% | -12.6% |
| 6M | +0.6% | -16.4% | +17.0% | +1.4% |
| YTD | +9.1% | 0.0% | +9.1% | +8.0% |
| 1Y | +26.2% | +54.3% | -28.1% | +20.0% |
| 3Y | +68.2% | +230.7% | -162.5% | +47.6% |
| 5Y | +163.9% | +111.6% | +52.3% | +137.0% |
| 10Y | +420.6% | +211.7% | +208.8% | +334.1% |
| All | +2,498.9% | +652.5% | +1,846.5% | +2,080.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling