+186.4%
PAAS vs BBWI
-41.3%
+227.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +1.0% | +2.7% |
| 7D | +8.8% | -6.2% | +15.0% | +9.5% |
| 30D | -8.5% | +25.5% | -33.9% | -10.6% |
| 3M | -17.0% | +8.0% | -25.0% | -18.0% |
| 6M | -27.9% | +12.7% | -40.6% | -29.3% |
| YTD | -17.5% | +11.6% | -29.1% | -19.5% |
| 1Y | +22.8% | -0.9% | +23.7% | +20.7% |
| 3Y | +224.2% | -22.7% | +246.9% | +222.2% |
| 5Y | +73.6% | -67.2% | +140.8% | +81.4% |
| 10Y | +186.4% | -43.7% | +230.1% | +141.3% |
| All | +186.4% | -41.3% | +227.7% | +141.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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