+63.2%
PAAS vs ARWR
-39.6%
+102.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.3% | -5.8% |
| 7D | +4.2% | -17.7% | +21.9% | +7.1% |
| 30D | -13.8% | -21.9% | +8.1% | -10.7% |
| 3M | -22.7% | -44.5% | +21.8% | -15.8% |
| 6M | -32.1% | -32.6% | +0.5% | -28.4% |
| YTD | -22.3% | -26.2% | +3.9% | -19.5% |
| 1Y | +7.7% | +23.0% | -15.3% | +3.1% |
| 3Y | +214.0% | +81.8% | +132.3% | +167.6% |
| 5Y | +63.2% | -36.0% | +99.2% | +47.6% |
| All | +63.2% | -39.6% | +102.8% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 5y: compounded portfolio wealth divided by compounded ARWR 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…
5y analysis · Full analysis span regression · 6 months rolling