+193.4%
NI vs PAAS
+205.7%
-12.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | +4.3% | -8.9% | +13.2% | +5.1% |
| 30D | +12.4% | -11.4% | +23.8% | +13.4% |
| 3M | +10.2% | -20.4% | +30.6% | +12.0% |
| 6M | -0.8% | -40.7% | +39.9% | +3.1% |
| YTD | +13.2% | -26.9% | +40.2% | +14.7% |
| 1Y | +10.1% | -3.1% | +13.1% | +8.3% |
| 3Y | +103.1% | +199.3% | -96.1% | +75.8% |
| 5Y | +115.5% | +48.3% | +67.3% | +95.0% |
| All | +193.4% | +205.7% | -12.3% | +135.1% |
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 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