+41.1%
PAAS vs AU
+73.4%
-32.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.3% | 0.0% | -0.9% |
| 7D | -3.7% | -7.0% | +3.3% | +1.9% |
| 30D | -1.9% | +7.3% | -9.1% | -7.4% |
| 3M | +15.1% | +33.2% | -18.1% | -9.0% |
| 6M | -17.1% | -0.6% | -16.5% | -18.4% |
| YTD | -1.3% | +26.2% | -27.5% | -19.2% |
| 1Y | +41.1% | +68.3% | -27.2% | -8.7% |
| All | +41.1% | +73.4% | -32.3% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling