+196.2%
PAAS vs AU
+818.2%
-622.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +0.5% |
| 7D | -8.9% | -7.2% | -1.7% | -4.1% |
| 30D | -11.4% | -2.9% | -8.5% | -9.6% |
| 3M | -20.4% | -8.7% | -11.8% | -15.4% |
| 6M | -40.7% | -14.1% | -26.6% | -34.4% |
| YTD | -26.9% | +4.8% | -31.7% | -29.8% |
| 1Y | -3.1% | +11.9% | -15.0% | -10.9% |
| 3Y | +199.3% | +513.8% | -314.6% | -18.0% |
| 5Y | +48.3% | +379.3% | -331.0% | -54.7% |
| All | +196.2% | +818.2% | -622.0% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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