+188.9%
PAAS vs ALLE
+222.4%
-33.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.7% |
| 7D | +8.4% | -0.6% | +9.0% | +8.6% |
| 30D | -7.2% | +25.3% | -32.5% | -13.0% |
| 3M | -14.0% | +10.3% | -24.3% | -16.5% |
| 6M | -26.8% | +38.0% | -64.8% | -33.4% |
| YTD | -19.8% | +17.8% | -37.6% | -23.9% |
| 1Y | +22.8% | +13.6% | +9.2% | +17.6% |
| 3Y | +183.6% | +89.2% | +94.4% | +133.9% |
| 5Y | +73.8% | +51.1% | +22.8% | +49.0% |
| All | +188.9% | +222.4% | -33.6% | +133.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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