+71.3%
PAAS vs ACWI
+55.1%
+16.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.8% | +1.6% | +2.5% |
| 7D | -0.4% | -4.0% | +3.6% | +4.9% |
| 30D | -11.6% | -5.8% | -5.8% | -4.6% |
| 3M | -15.6% | -5.0% | -10.6% | -9.6% |
| 6M | -19.1% | +0.7% | -19.8% | -18.4% |
| YTD | -20.9% | +8.4% | -29.4% | -26.0% |
| 1Y | +21.3% | +10.1% | +11.2% | +12.0% |
| 3Y | +177.4% | +70.8% | +106.6% | +63.8% |
| 5Y | +71.3% | +55.4% | +16.0% | +3.5% |
| All | +71.3% | +55.1% | +16.3% | +3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling