+224.2%
PAAS vs AGI
+158.5%
+65.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.4% | +0.5% | +0.7% |
| 7D | +8.8% | +17.4% | -8.6% | -6.7% |
| 30D | -8.5% | -0.9% | -7.5% | -8.2% |
| 3M | -17.0% | -1.6% | -15.4% | -16.2% |
| 6M | -27.9% | -24.7% | -3.2% | -7.0% |
| YTD | -17.5% | -15.3% | -2.2% | -6.7% |
| 1Y | +22.8% | +5.5% | +17.3% | +12.5% |
| 3Y | +224.2% | +154.5% | +69.7% | +19.5% |
| All | +224.2% | +158.5% | +65.7% | +19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling