+120.8%
PAAS vs AZO
+85.0%
+35.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.2% | -4.1% |
| 7D | -3.7% | -2.9% | -0.8% | -3.4% |
| 30D | -1.9% | -5.3% | +3.4% | -1.3% |
| 3M | +15.1% | -7.3% | +22.4% | +15.9% |
| 6M | -17.1% | -22.7% | +5.6% | -14.3% |
| YTD | -1.3% | -15.0% | +13.7% | +1.0% |
| 1Y | +41.1% | -32.2% | +73.3% | +48.6% |
| 3Y | +244.2% | +10.0% | +234.2% | +234.7% |
| 5Y | +120.8% | +85.8% | +35.0% | +117.8% |
| All | +120.8% | +85.0% | +35.9% | +117.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 5y: compounded portfolio wealth divided by compounded AZO 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…
5y analysis · Full analysis span regression · 6 months rolling