+11.4%
O vs PAAS
+18.2%
-6.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | +0.7% |
| 7D | +3.3% | +8.8% | -5.5% | +3.2% |
| 30D | +10.3% | -8.5% | +18.8% | +10.4% |
| 3M | -3.5% | -17.0% | +13.5% | -3.3% |
| 6M | -1.3% | -27.9% | +26.6% | -0.6% |
| YTD | +10.3% | -17.5% | +27.8% | +10.7% |
| All | +11.4% | +18.2% | -6.8% | +10.5% |
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