+876.0%
MSFT vs PAAS
+200.1%
+675.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.8% |
| 7D | -2.7% | -2.9% | +0.2% | -2.4% |
| 30D | +2.7% | +6.8% | -4.1% | +1.9% |
| 3M | +17.0% | -2.9% | +19.8% | +16.9% |
| 6M | +23.8% | -16.4% | +40.3% | +25.1% |
| YTD | +4.0% | 0.0% | +4.0% | +2.9% |
| 1Y | -0.8% | +54.3% | -55.1% | -6.2% |
| 3Y | +55.6% | +230.7% | -175.1% | +33.8% |
| 5Y | +72.9% | +111.6% | -38.7% | +52.2% |
| All | +876.0% | +200.1% | +675.9% | +743.8% |
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