+556.1%
ON vs PAAS
+183.5%
+372.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.4% | +7.1% | +6.0% |
| 7D | +3.3% | -5.2% | +8.5% | +4.5% |
| 30D | -3.1% | -13.9% | +10.8% | -0.2% |
| 3M | -9.2% | -23.8% | +14.5% | -4.4% |
| 6M | -31.4% | -36.4% | +5.1% | -25.3% |
| YTD | +36.0% | -23.4% | +59.3% | +41.0% |
| 1Y | +52.0% | +5.6% | +46.4% | +47.4% |
| 3Y | +9.3% | +209.7% | -200.4% | -17.8% |
| 5Y | +26.5% | +55.6% | -29.1% | +5.1% |
| 10Y | +556.1% | +212.2% | +343.9% | +378.3% |
| All | +556.1% | +183.5% | +372.6% | +378.3% |
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