+186.4%
PAAS vs A
+328.7%
-142.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.1% | -0.2% | +2.0% |
| 7D | +8.8% | +4.8% | +4.1% | +7.4% |
| 30D | -8.5% | +5.6% | -14.1% | -9.9% |
| 3M | -17.0% | +23.6% | -40.6% | -22.1% |
| 6M | -27.9% | +56.4% | -84.3% | -37.1% |
| YTD | -17.5% | +33.4% | -50.9% | -24.9% |
| 1Y | +22.8% | +23.7% | -0.9% | +14.2% |
| 3Y | +224.2% | +71.0% | +153.2% | +168.9% |
| 5Y | +73.6% | +16.8% | +56.8% | +57.1% |
| 10Y | +186.4% | +323.8% | -137.4% | +129.7% |
| All | +186.4% | +328.7% | -142.4% | +129.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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