+70.8%
PAAS vs ARWR
-28.9%
+99.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.2% | +1.3% |
| 7D | +8.4% | -2.9% | +11.3% | +8.9% |
| 30D | -7.2% | -5.4% | -1.8% | -6.4% |
| 3M | -14.0% | -32.2% | +18.2% | -8.9% |
| 6M | -26.8% | -26.5% | -0.2% | -23.7% |
| YTD | -19.8% | -12.4% | -7.4% | -18.8% |
| 1Y | +22.8% | +46.9% | -24.0% | +14.8% |
| 3Y | +183.6% | +116.0% | +67.7% | +136.2% |
| All | +70.8% | -28.9% | +99.7% | +50.9% |
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