+1,269.9%
PAAS vs BDX
+2,573.7%
-1,303.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.1% |
| 7D | -2.9% | -2.5% | -0.4% | -2.5% |
| 30D | +6.8% | +8.3% | -1.5% | +5.4% |
| 3M | -2.9% | +24.4% | -27.3% | -6.6% |
| 6M | -16.4% | +9.2% | -25.6% | -17.8% |
| YTD | 0.0% | +22.7% | -22.7% | -3.7% |
| 1Y | +54.3% | +25.9% | +28.4% | +47.8% |
| 3Y | +230.7% | -10.5% | +241.1% | +233.3% |
| 5Y | +111.6% | +1.9% | +109.7% | +108.6% |
| 10Y | +211.7% | +58.7% | +153.0% | +185.5% |
| All | +1,269.9% | +2,573.7% | -1,303.9% | +1,165.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling