+844.5%
MSCI vs PAAS
+205.7%
+638.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | +2.7% | -8.9% | +11.6% | +3.7% |
| 30D | +17.4% | -11.4% | +28.8% | +18.8% |
| 3M | +14.8% | -20.4% | +35.3% | +17.3% |
| 6M | +16.1% | -40.7% | +56.8% | +22.1% |
| YTD | +16.0% | -26.9% | +42.9% | +17.7% |
| 1Y | +16.4% | -3.1% | +19.5% | +13.6% |
| 3Y | +35.3% | +199.3% | -163.9% | +9.3% |
| 5Y | +6.6% | +48.3% | -41.7% | -7.4% |
| All | +844.5% | +205.7% | +638.8% | +662.8% |
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