+475.8%
NDAQ vs PAAS
+168.2%
+307.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.8% | +7.2% | +1.9% |
| 7D | +2.9% | +4.2% | -1.3% | +2.5% |
| 30D | +17.5% | -13.8% | +31.3% | +18.8% |
| 3M | +15.4% | -22.7% | +38.2% | +17.6% |
| 6M | +24.6% | -32.1% | +56.7% | +28.0% |
| YTD | +14.4% | -22.3% | +36.7% | +15.4% |
| 1Y | +26.9% | +7.7% | +19.3% | +24.1% |
| 3Y | +119.8% | +214.0% | -94.2% | +91.1% |
| 5Y | +70.5% | +63.2% | +7.3% | +54.2% |
| 10Y | +475.8% | +185.5% | +290.3% | +402.8% |
| All | +475.8% | +168.2% | +307.6% | +402.8% |
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