+185.5%
PAAS vs ALB
+34.3%
+151.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -4.2% | -1.6% | -4.9% |
| 7D | +4.2% | +5.3% | -1.1% | +3.0% |
| 30D | -13.8% | -6.3% | -7.5% | -12.5% |
| 3M | -22.7% | -27.4% | +4.7% | -17.2% |
| 6M | -32.1% | -53.1% | +21.0% | -20.1% |
| YTD | -22.3% | -32.3% | +10.0% | -15.8% |
| 1Y | +7.7% | -7.3% | +15.0% | +9.7% |
| 3Y | +214.0% | -14.9% | +228.9% | +209.1% |
| 5Y | +63.2% | -62.0% | +125.2% | +80.7% |
| 10Y | +185.5% | +33.0% | +152.5% | +95.2% |
| All | +185.5% | +34.3% | +151.2% | +95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling