+112.5%
NET vs PAAS
+113.1%
-0.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.3% |
| 7D | -7.0% | -2.9% | -4.1% | -6.2% |
| 30D | -4.8% | +6.8% | -11.6% | -7.1% |
| 3M | +3.8% | -2.9% | +6.7% | +3.7% |
| 6M | +50.0% | -16.4% | +66.5% | +54.2% |
| YTD | +41.5% | 0.0% | +41.5% | +34.0% |
| 1Y | +32.8% | +54.3% | -21.5% | +6.1% |
| 3Y | +335.9% | +230.7% | +105.2% | +132.3% |
| All | +112.5% | +113.1% | -0.6% | +29.1% |
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 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