+246.6%
PAAS vs AU
+624.5%
-377.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.5% | +0.1% |
| 7D | +2.0% | -0.3% | +2.3% | +2.2% |
| 30D | -0.1% | +12.8% | -12.9% | -8.5% |
| 3M | +8.2% | +28.5% | -20.2% | -10.1% |
| 6M | -13.8% | +4.8% | -18.6% | -17.9% |
| YTD | -0.6% | +31.0% | -31.6% | -18.5% |
| 1Y | +44.0% | +81.4% | -37.4% | -5.4% |
| 3Y | +246.6% | +618.4% | -371.9% | -6.8% |
| All | +246.6% | +624.5% | -377.9% | -6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling