+188.9%
PAAS vs ACWI
+219.0%
-30.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +8.4% | -2.4% | +10.8% | +10.9% |
| 30D | -7.2% | -5.2% | -2.0% | -2.2% |
| 3M | -14.0% | -4.8% | -9.2% | -9.6% |
| 6M | -26.8% | -1.3% | -25.4% | -25.0% |
| YTD | -19.8% | +8.4% | -28.2% | -23.6% |
| 1Y | +22.8% | +11.0% | +11.8% | +14.9% |
| 3Y | +183.6% | +70.6% | +113.1% | +89.0% |
| 5Y | +73.8% | +55.3% | +18.5% | +23.0% |
| All | +188.9% | +219.0% | -30.1% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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