-87.4%
OPEN vs PAAS
+66.0%
-153.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.6% | +4.7% |
| 7D | -31.1% | -5.2% | -25.9% | -29.7% |
| 30D | -34.7% | -13.9% | -20.8% | -30.9% |
| 3M | -61.9% | -23.8% | -38.1% | -58.0% |
| 6M | -71.9% | -36.4% | -35.4% | -67.1% |
| YTD | -76.6% | -23.4% | -53.2% | -74.8% |
| 1Y | -83.9% | +5.6% | -89.5% | -84.7% |
| 3Y | -34.4% | +209.7% | -244.1% | -61.6% |
| 5Y | -93.9% | +55.6% | -149.5% | -95.7% |
| All | -87.4% | +66.0% | -153.3% | -91.1% |
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