+774.3%
PAAS vs A
+546.2%
+228.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.3% | +1.2% |
| 7D | +8.4% | -0.1% | +8.5% | +8.4% |
| 30D | -7.2% | +3.4% | -10.5% | -7.6% |
| 3M | -14.0% | +23.8% | -37.8% | -16.6% |
| 6M | -26.8% | +49.0% | -75.8% | -30.9% |
| YTD | -19.8% | +29.4% | -49.2% | -22.9% |
| 1Y | +22.8% | +19.4% | +3.5% | +19.3% |
| 3Y | +183.6% | +66.2% | +117.4% | +161.8% |
| 5Y | +73.8% | +15.8% | +58.0% | +67.3% |
| 10Y | +185.6% | +326.1% | -140.5% | +135.4% |
| All | +774.3% | +546.2% | +228.1% | +573.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling