+199.3%
PAAS vs BBWI
-24.0%
+223.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.8% |
| 7D | -8.9% | +0.1% | -9.1% | -8.9% |
| 30D | -11.4% | +12.9% | -24.3% | -12.8% |
| 3M | -20.4% | +16.0% | -36.4% | -22.3% |
| 6M | -40.7% | +16.6% | -57.3% | -42.5% |
| YTD | -26.9% | +9.7% | -36.7% | -29.2% |
| 1Y | -3.1% | +1.5% | -4.6% | -5.6% |
| 3Y | +199.3% | -21.4% | +220.6% | +204.1% |
| All | +199.3% | -24.0% | +223.2% | +204.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling