+183.6%
PAAS vs ALHC
+21.9%
+161.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.9% | +4.4% | +1.6% |
| 7D | +8.4% | +1.0% | +7.4% | +8.3% |
| 30D | -7.2% | -14.2% | +7.0% | -6.5% |
| 3M | -14.0% | -45.1% | +31.1% | -11.6% |
| 6M | -26.8% | -59.5% | +32.8% | -23.6% |
| YTD | -19.8% | -62.8% | +43.0% | -16.1% |
| 1Y | +22.8% | -55.5% | +78.3% | +27.4% |
| 3Y | +183.6% | +25.7% | +158.0% | +179.8% |
| All | +183.6% | +21.9% | +161.7% | +179.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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