+199.3%
PAAS vs AU
+507.6%
-308.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +0.5% |
| 7D | -8.9% | -7.2% | -1.7% | -3.8% |
| 30D | -11.4% | -2.9% | -8.5% | -9.6% |
| 3M | -20.4% | -8.7% | -11.8% | -15.2% |
| 6M | -40.7% | -14.1% | -26.6% | -34.2% |
| YTD | -26.9% | +4.8% | -31.7% | -30.1% |
| 1Y | -3.1% | +11.9% | -15.0% | -11.3% |
| 3Y | +199.3% | +513.8% | -314.6% | -19.0% |
| All | +199.3% | +507.6% | -308.4% | -19.0% |
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 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