+196.2%
PAAS vs BDX
+95.1%
+101.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.9% |
| 7D | -8.9% | +2.9% | -11.8% | -9.6% |
| 30D | -11.4% | +15.4% | -26.8% | -14.8% |
| 3M | -20.4% | +20.5% | -41.0% | -24.4% |
| 6M | -40.7% | +53.2% | -93.9% | -47.4% |
| YTD | -26.9% | +45.7% | -72.6% | -34.3% |
| 1Y | -3.1% | +47.3% | -50.3% | -13.1% |
| 3Y | +199.3% | +25.1% | +174.2% | +178.5% |
| 5Y | +48.3% | +27.4% | +20.8% | +37.2% |
| All | +196.2% | +95.1% | +101.1% | +155.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling