+37.9%
PAAS vs ACWI
+347.2%
-309.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.7% | +6.7% | +6.8% |
| 7D | -1.1% | -0.5% | -0.6% | -0.5% |
| 30D | -8.5% | -1.6% | -6.8% | -6.8% |
| 3M | -7.3% | -1.3% | -6.0% | -5.7% |
| 6M | -18.3% | +5.8% | -24.1% | -21.4% |
| YTD | -19.2% | +12.7% | -31.9% | -25.9% |
| 1Y | +26.1% | +15.0% | +11.1% | +13.8% |
| 3Y | +183.6% | +77.5% | +106.1% | +76.1% |
| 5Y | +81.2% | +61.9% | +19.3% | +21.9% |
| 10Y | +187.8% | +236.1% | -48.4% | -1.6% |
| All | +37.9% | +347.2% | -309.3% | -72.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling