+11.3%
O vs PAAS
+24.3%
-13.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.4% | -5.4% | +2.9% |
| 7D | +5.8% | -1.1% | +6.9% | +5.8% |
| 30D | +10.7% | -8.5% | +19.1% | +10.7% |
| 3M | -4.5% | -7.3% | +2.8% | -4.4% |
| 6M | -4.1% | -18.3% | +14.2% | -3.8% |
| YTD | +9.8% | -19.2% | +29.0% | +10.3% |
| 1Y | +11.3% | +26.1% | -14.8% | +11.2% |
| All | +11.3% | +24.3% | -13.0% | +11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling