+183.6%
PAAS vs A
+64.2%
+119.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.3% | +0.9% |
| 7D | +8.4% | -0.1% | +8.5% | +8.4% |
| 30D | -7.2% | +3.4% | -10.5% | -8.0% |
| 3M | -14.0% | +23.8% | -37.8% | -19.1% |
| 6M | -26.8% | +49.0% | -75.8% | -34.8% |
| YTD | -19.8% | +29.4% | -49.2% | -26.0% |
| 1Y | +22.8% | +19.4% | +3.5% | +15.9% |
| 3Y | +183.6% | +66.2% | +117.4% | +121.0% |
| All | +183.6% | +64.2% | +119.4% | +121.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling