-26.0%
NOW vs PAAS
+75.8%
-101.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.2% | -3.7% | -5.6% |
| 7D | -6.7% | -0.4% | -6.2% | -6.6% |
| 30D | -25.8% | -11.6% | -14.2% | -24.6% |
| 3M | -12.7% | -15.6% | +2.9% | -11.0% |
| 6M | +11.2% | -19.1% | +30.4% | +13.3% |
| YTD | -33.2% | -20.9% | -12.2% | -32.5% |
| 1Y | -41.8% | +21.3% | -63.1% | -45.3% |
| 3Y | -15.7% | +177.4% | -193.0% | -35.5% |
| 5Y | -26.0% | +71.3% | -97.4% | -33.4% |
| All | -26.0% | +75.8% | -101.8% | -33.4% |
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