+748.4%
PAAS vs BB
+307.3%
+441.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.4% | -3.0% | +1.1% |
| 7D | +8.4% | +3.8% | +4.6% | +8.0% |
| 30D | -7.2% | -0.3% | -6.8% | -7.2% |
| 3M | -14.0% | -0.5% | -13.6% | -14.3% |
| 6M | -26.8% | +45.9% | -72.7% | -29.7% |
| YTD | -19.8% | +130.6% | -150.4% | -26.1% |
| 1Y | +22.8% | +89.2% | -66.3% | +14.8% |
| 3Y | +183.6% | +137.5% | +46.1% | +155.7% |
| 5Y | +73.8% | -20.9% | +94.7% | +67.0% |
| 10Y | +185.6% | +25.4% | +160.2% | +144.8% |
| All | +748.4% | +307.3% | +441.1% | +664.7% |
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