+893.4%
MU vs PAAS
+76.1%
+817.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.9% | +3.4% | +5.4% |
| 7D | -12.0% | +8.8% | -20.9% | -14.2% |
| 30D | -28.7% | -8.5% | -20.3% | -27.0% |
| 3M | -16.4% | -17.0% | +0.6% | -12.5% |
| 6M | -1.8% | -27.9% | +26.1% | +6.6% |
| YTD | +157.1% | -17.5% | +174.5% | +166.5% |
| 1Y | +208.5% | +22.8% | +185.7% | +189.9% |
| 3Y | +906.2% | +224.2% | +681.9% | +680.0% |
| 5Y | +893.4% | +73.6% | +819.8% | +719.2% |
| All | +893.4% | +76.1% | +817.3% | +719.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling