+50.8%
PAAS vs AGI
+12.0%
+38.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +2.5% |
| 7D | +2.6% | +2.2% | +0.4% | +0.6% |
| 30D | +2.5% | +11.3% | -8.8% | -6.9% |
| 3M | +15.1% | +5.6% | +9.4% | +7.9% |
| 6M | -12.1% | -27.7% | +15.6% | +17.3% |
| YTD | +3.1% | -4.1% | +7.1% | +4.1% |
| 1Y | +50.8% | +13.8% | +37.1% | +32.0% |
| All | +50.8% | +12.0% | +38.8% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 1y: compounded portfolio wealth divided by compounded AGI 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…
1y analysis · Full analysis span regression · 6 months rolling