+202.7%
PAAS vs BEN
+56.5%
+146.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.4% | -0.6% |
| 7D | +2.0% | +4.7% | -2.7% | +0.8% |
| 30D | -0.1% | +2.6% | -2.7% | -0.7% |
| 3M | +8.2% | +11.5% | -3.3% | +5.3% |
| 6M | -13.8% | +35.3% | -49.1% | -20.0% |
| YTD | -0.6% | +48.6% | -49.3% | -9.9% |
| 1Y | +44.0% | +46.7% | -2.7% | +30.7% |
| 3Y | +246.6% | +57.0% | +189.6% | +204.5% |
| 5Y | +116.1% | +41.8% | +74.3% | +90.1% |
| 10Y | +202.7% | +55.2% | +147.5% | +132.8% |
| All | +202.7% | +56.5% | +146.2% | +132.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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