+404.3%
META vs PAAS
+192.1%
+212.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.7% |
| 7D | -0.8% | +8.4% | -9.2% | -1.7% |
| 30D | -15.4% | -7.2% | -8.2% | -14.8% |
| 3M | +3.5% | -14.0% | +17.5% | +4.8% |
| 6M | -0.3% | -26.8% | +26.5% | +2.4% |
| YTD | -7.3% | -19.8% | +12.5% | -6.4% |
| 1Y | -1.1% | +22.8% | -23.9% | -4.9% |
| 3Y | +95.1% | +183.6% | -88.6% | +65.8% |
| 5Y | +80.6% | +73.8% | +6.7% | +58.8% |
| All | +404.3% | +192.1% | +212.2% | +321.2% |
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