+54.3%
PAAS vs BDX
+27.3%
+27.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.0% |
| 7D | -2.9% | -2.5% | -0.4% | -2.3% |
| 30D | +6.8% | +8.3% | -1.5% | +5.3% |
| 3M | -2.9% | +24.4% | -27.3% | -6.8% |
| 6M | -16.4% | +9.2% | -25.6% | -16.8% |
| YTD | 0.0% | +22.7% | -22.7% | -2.0% |
| 1Y | +54.3% | +25.9% | +28.4% | +52.2% |
| All | +54.3% | +27.3% | +27.0% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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