+196.2%
PAAS vs BB
+21.8%
+174.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.3% |
| 7D | -8.9% | +1.8% | -10.7% | -9.1% |
| 30D | -11.4% | +8.1% | -19.6% | -12.2% |
| 3M | -20.4% | -1.0% | -19.4% | -20.6% |
| 6M | -40.7% | +45.9% | -86.6% | -43.5% |
| YTD | -26.9% | +134.8% | -161.8% | -33.9% |
| 1Y | -3.1% | +104.6% | -107.7% | -11.2% |
| 3Y | +199.3% | +152.8% | +46.4% | +163.4% |
| 5Y | +48.3% | -17.4% | +65.7% | +34.5% |
| All | +196.2% | +21.8% | +174.4% | +154.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling