+239.7%
PAAS vs AU
+684.1%
-444.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +3.3% |
| 7D | +2.6% | +0.6% | +2.0% | +2.2% |
| 30D | +2.5% | +12.3% | -9.8% | -5.7% |
| 3M | +15.1% | +29.4% | -14.3% | -4.5% |
| 6M | -12.1% | +3.2% | -15.3% | -15.1% |
| YTD | +3.1% | +31.8% | -28.7% | -15.8% |
| 1Y | +50.8% | +83.4% | -32.6% | -2.5% |
| 3Y | +259.5% | +623.1% | -363.6% | -14.5% |
| 5Y | +126.3% | +700.5% | -574.2% | -52.2% |
| 10Y | +239.7% | +717.6% | -477.8% | -29.8% |
| All | +239.7% | +684.1% | -444.3% | -29.8% |
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