+889.0%
MSFT vs PAAS
+192.1%
+696.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.4% | -1.1% |
| 7D | +1.7% | +8.4% | -6.7% | +0.9% |
| 30D | +0.2% | -7.2% | +7.3% | +0.8% |
| 3M | +6.4% | -14.0% | +20.4% | +7.6% |
| 6M | +28.7% | -26.8% | +55.5% | +31.8% |
| YTD | +10.4% | -19.8% | +30.2% | +11.4% |
| 1Y | +7.6% | +22.8% | -15.2% | +4.1% |
| 3Y | +52.3% | +183.6% | -131.3% | +32.9% |
| 5Y | +64.5% | +73.8% | -9.3% | +47.5% |
| All | +889.0% | +192.1% | +696.9% | +754.8% |
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