+4,524.1%
MU vs PAAS
+207.5%
+4,316.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | -0.8% |
| 7D | +21.6% | -7.0% | +28.7% | +23.4% |
| 30D | -16.2% | -15.3% | -0.9% | -13.5% |
| 3M | -12.4% | -27.7% | +15.4% | -6.9% |
| 6M | +4.2% | -40.5% | +44.6% | +14.9% |
| YTD | +180.0% | -26.5% | +206.5% | +194.6% |
| 1Y | +226.4% | -0.8% | +227.2% | +225.5% |
| 3Y | +969.7% | +196.9% | +772.8% | +794.1% |
| 5Y | +957.9% | +49.2% | +908.8% | +841.4% |
| All | +4,524.1% | +207.5% | +4,316.6% | +3,691.2% |
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 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