+157.1%
MMM vs PAAS
+182.2%
-25.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.8% | -1.5% |
| 7D | +6.2% | +8.4% | -2.2% | +5.4% |
| 30D | +14.2% | -7.2% | +21.4% | +14.8% |
| 3M | +2.9% | -14.0% | +16.9% | +4.0% |
| 6M | +27.6% | -26.8% | +54.3% | +30.3% |
| YTD | +17.3% | -19.8% | +37.1% | +18.4% |
| 1Y | +15.1% | +22.8% | -7.8% | +12.2% |
| 3Y | +157.1% | +183.6% | -26.5% | +118.2% |
| All | +157.1% | +182.2% | -25.0% | +118.2% |
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 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