+14.3%
PAAS vs BBWI
-1.7%
+16.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +1.0% | +2.7% |
| 7D | +8.8% | -6.2% | +15.0% | +9.4% |
| 30D | -8.5% | +25.5% | -33.9% | -10.0% |
| 3M | -17.0% | +8.0% | -25.0% | -17.4% |
| 6M | -27.9% | +12.7% | -40.6% | -29.1% |
| YTD | -17.5% | +11.6% | -29.1% | -19.5% |
| All | +14.3% | -1.7% | +16.0% | +13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling