+53.0%
MDT vs PAAS
+182.2%
-129.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.5% | -4.4% | -3.0% |
| 7D | +5.4% | +8.4% | -3.0% | +5.0% |
| 30D | +19.1% | -7.2% | +26.2% | +19.3% |
| 3M | +19.5% | -14.0% | +33.5% | +20.0% |
| 6M | +33.5% | -26.8% | +60.2% | +35.0% |
| YTD | +8.7% | -19.8% | +28.5% | +8.8% |
| 1Y | +16.8% | +22.8% | -6.1% | +13.3% |
| 3Y | +53.0% | +183.6% | -130.7% | +32.4% |
| All | +53.0% | +182.2% | -129.2% | +32.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling