+14.3%
PAAS vs A
+23.5%
-9.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.1% | -0.2% | +2.1% |
| 7D | +8.8% | +4.8% | +4.1% | +7.6% |
| 30D | -8.5% | +5.6% | -14.1% | -9.5% |
| 3M | -17.0% | +23.6% | -40.6% | -20.8% |
| 6M | -27.9% | +56.4% | -84.3% | -34.1% |
| YTD | -17.5% | +33.4% | -50.9% | -23.8% |
| All | +14.3% | +23.5% | -9.2% | +5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling