+119.0%
PAAS vs ACWI
+67.7%
+51.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -2.9% | +0.5% | -3.4% | -3.4% |
| 30D | +6.8% | +0.9% | +5.9% | +5.8% |
| 3M | -2.9% | +2.4% | -5.3% | -4.9% |
| 6M | -16.4% | +12.4% | -28.8% | -25.9% |
| YTD | 0.0% | +15.2% | -15.1% | -13.1% |
| 1Y | +54.3% | +22.7% | +31.6% | +25.8% |
| 3Y | +230.7% | +75.8% | +154.9% | +88.0% |
| All | +119.0% | +67.7% | +51.3% | +18.5% |
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