+69.5%
NI vs PAAS
+250.5%
-181.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.7% | -0.5% |
| 7D | +2.0% | -2.9% | +4.9% | +2.2% |
| 30D | -3.5% | +6.8% | -10.3% | -4.2% |
| 3M | -9.1% | -2.9% | -6.2% | -9.2% |
| 6M | -11.8% | -16.4% | +4.6% | -10.9% |
| YTD | +1.1% | 0.0% | +1.1% | -0.3% |
| 1Y | +6.7% | +54.3% | -47.6% | -0.6% |
| All | +69.5% | +250.5% | -181.0% | +33.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling