+32.6%
NET vs PAAS
+73.7%
-41.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +8.4% | -10.9% | -5.0% |
| 7D | -16.4% | -1.1% | -15.3% | -16.2% |
| 30D | -25.8% | -8.5% | -17.4% | -24.1% |
| 3M | -11.5% | -7.3% | -4.2% | -10.8% |
| 6M | +18.9% | -18.3% | +37.2% | +22.8% |
| YTD | +35.2% | -19.2% | +54.4% | +35.3% |
| 1Y | +14.5% | +26.1% | -11.7% | -3.4% |
| 3Y | +313.8% | +183.6% | +130.2% | +123.1% |
| 5Y | +32.6% | +81.2% | -48.6% | -5.6% |
| All | +32.6% | +73.7% | -41.1% | -5.6% |
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