+37.2%
MSCI vs PAAS
+178.1%
-140.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.5% | -2.7% |
| 7D | +6.0% | -0.4% | +6.5% | +6.0% |
| 30D | +18.2% | -11.6% | +29.8% | +18.6% |
| 3M | +15.1% | -15.6% | +30.7% | +15.5% |
| 6M | +13.7% | -19.1% | +32.9% | +14.3% |
| YTD | +15.6% | -20.9% | +36.5% | +15.7% |
| 1Y | +16.3% | +21.3% | -5.0% | +13.3% |
| All | +37.2% | +178.1% | -140.9% | +22.2% |
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