+186.4%
PAAS vs BEN
+70.4%
+115.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.3% | -3.5% | +1.3% |
| 7D | +8.8% | +12.2% | -3.4% | +5.8% |
| 30D | -8.5% | +12.1% | -20.5% | -10.9% |
| 3M | -17.0% | +7.3% | -24.3% | -18.5% |
| 6M | -27.9% | +17.9% | -45.8% | -30.7% |
| YTD | -17.5% | +55.4% | -72.9% | -25.8% |
| 1Y | +22.8% | +69.3% | -46.5% | +8.4% |
| 3Y | +224.2% | +82.8% | +141.4% | +176.6% |
| 5Y | +73.6% | +28.8% | +44.9% | +55.4% |
| 10Y | +186.4% | +53.9% | +132.5% | +119.4% |
| All | +186.4% | +70.4% | +115.9% | +119.4% |
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