+957.9%
PAAS vs BB
+258.8%
+699.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -2.9% | -5.6% | +2.7% | -2.4% |
| 30D | +6.8% | -11.8% | +18.6% | +7.9% |
| 3M | -2.9% | -25.5% | +22.6% | -0.8% |
| 6M | -16.4% | +121.3% | -137.7% | -22.6% |
| YTD | 0.0% | +103.2% | -103.1% | -6.7% |
| 1Y | +54.3% | +102.6% | -48.3% | +43.6% |
| 3Y | +230.7% | +37.5% | +193.2% | +210.8% |
| 5Y | +111.6% | -30.4% | +142.1% | +105.7% |
| 10Y | +211.7% | 0.0% | +211.7% | +173.0% |
| All | +957.9% | +258.8% | +699.1% | +866.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling