+46.2%
MSFT vs PAAS
+195.7%
-149.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.2% |
| 7D | -1.3% | -8.9% | +7.6% | -0.4% |
| 30D | -1.8% | -11.4% | +9.6% | -0.8% |
| 3M | +5.6% | -20.4% | +26.1% | +7.6% |
| 6M | +29.8% | -40.7% | +70.5% | +35.1% |
| YTD | +9.0% | -26.9% | +36.0% | +10.9% |
| 1Y | +4.9% | -3.1% | +8.0% | +4.3% |
| 3Y | +46.2% | +199.3% | -153.0% | +35.1% |
| All | +46.2% | +195.7% | -149.4% | +35.1% |
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