+26.1%
PAAS vs BDX
+54.0%
-27.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +5.6% | +2.8% | +6.7% |
| 7D | -1.1% | +7.2% | -8.3% | -2.9% |
| 30D | -8.5% | +15.8% | -24.2% | -12.1% |
| 3M | -7.3% | +23.7% | -31.0% | -12.1% |
| 6M | -18.3% | +44.8% | -63.1% | -26.0% |
| YTD | -19.2% | +39.8% | -58.9% | -24.1% |
| 1Y | +26.1% | +52.3% | -26.2% | +17.5% |
| All | +26.1% | +54.0% | -27.9% | +17.5% |
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