+192.3%
NI vs PAAS
+183.5%
+8.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.7% |
| 7D | +0.6% | -5.2% | +5.8% | +1.0% |
| 30D | +11.2% | -13.9% | +25.2% | +12.5% |
| 3M | +9.2% | -23.8% | +32.9% | +11.4% |
| 6M | -1.8% | -36.4% | +34.6% | +1.5% |
| YTD | +12.0% | -23.4% | +35.4% | +13.0% |
| 1Y | +6.4% | +5.6% | +0.8% | +3.9% |
| 3Y | +99.4% | +209.7% | -110.3% | +72.1% |
| 5Y | +113.1% | +55.6% | +57.6% | +92.1% |
| 10Y | +192.3% | +212.2% | -20.0% | +133.3% |
| All | +192.3% | +183.5% | +8.7% | +133.3% |
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