+761.7%
PAAS vs AU
+793.6%
-31.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -0.8% |
| 7D | -2.9% | -3.6% | +0.7% | -0.4% |
| 30D | +6.8% | +23.9% | -17.1% | -8.2% |
| 3M | -2.9% | +19.1% | -22.0% | -14.3% |
| 6M | -16.4% | -0.2% | -16.3% | -17.3% |
| YTD | 0.0% | +32.5% | -32.4% | -18.4% |
| 1Y | +54.3% | +96.9% | -42.6% | -4.7% |
| 3Y | +230.7% | +614.7% | -384.1% | -20.4% |
| 5Y | +111.6% | +647.7% | -536.1% | -53.0% |
| 10Y | +211.7% | +679.2% | -467.5% | -39.7% |
| All | +761.7% | +793.6% | -31.9% | +49.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling