+78.2%
O vs PAAS
+178.0%
-99.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | +0.5% |
| 7D | +3.3% | +8.8% | -5.5% | +2.4% |
| 30D | +10.3% | -8.5% | +18.8% | +11.2% |
| 3M | -3.5% | -17.0% | +13.5% | -2.0% |
| 6M | -1.3% | -27.9% | +26.6% | +1.3% |
| YTD | +10.3% | -17.5% | +27.8% | +10.6% |
| 1Y | +10.4% | +22.8% | -12.4% | +5.5% |
| 3Y | +40.0% | +224.2% | -184.2% | +15.8% |
| 5Y | +12.4% | +73.6% | -61.3% | -1.9% |
| 10Y | +78.2% | +186.4% | -108.1% | +35.8% |
| All | +78.2% | +178.0% | -99.8% | +35.8% |
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