+183.6%
PAAS vs AR
+19.9%
+163.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.6% |
| 7D | +8.4% | -14.3% | +22.7% | +11.3% |
| 30D | -7.2% | +1.4% | -8.6% | -7.8% |
| 3M | -14.0% | +3.4% | -17.4% | -15.2% |
| 6M | -26.8% | -2.1% | -24.7% | -27.2% |
| YTD | -19.8% | +4.7% | -24.5% | -23.1% |
| 1Y | +22.8% | +10.6% | +12.3% | +15.8% |
| 3Y | +183.6% | +24.6% | +159.1% | +149.0% |
| All | +183.6% | +19.9% | +163.7% | +149.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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