+186.4%
PAAS vs BB
+33.0%
+153.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.5% | -2.6% | +2.3% |
| 7D | +8.8% | +15.0% | -6.1% | +7.3% |
| 30D | -8.5% | +3.5% | -11.9% | -8.9% |
| 3M | -17.0% | +2.7% | -19.7% | -17.6% |
| 6M | -27.9% | +44.7% | -72.6% | -31.3% |
| YTD | -17.5% | +143.3% | -160.7% | -25.5% |
| 1Y | +22.8% | +102.2% | -79.4% | +12.6% |
| 3Y | +224.2% | +156.1% | +68.1% | +184.8% |
| 5Y | +73.6% | -17.6% | +91.2% | +56.9% |
| 10Y | +186.4% | +29.0% | +157.4% | +140.3% |
| All | +186.4% | +33.0% | +153.3% | +140.3% |
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