+70.8%
PAAS vs ACWI
+54.8%
+16.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +8.4% | -2.4% | +10.8% | +11.6% |
| 30D | -7.2% | -5.2% | -2.0% | -0.7% |
| 3M | -14.0% | -4.8% | -9.2% | -8.2% |
| 6M | -26.8% | -1.3% | -25.4% | -24.5% |
| YTD | -19.8% | +8.4% | -28.2% | -24.8% |
| 1Y | +22.8% | +11.0% | +11.8% | +12.5% |
| 3Y | +183.6% | +70.6% | +113.1% | +67.7% |
| All | +70.8% | +54.8% | +16.0% | +3.0% |
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