+199.3%
PAAS vs BEN
+86.4%
+112.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | -8.9% | +6.8% | -15.7% | -10.9% |
| 30D | -11.4% | +18.0% | -29.4% | -16.1% |
| 3M | -20.4% | +7.5% | -27.9% | -22.4% |
| 6M | -40.7% | +14.7% | -55.4% | -43.4% |
| YTD | -26.9% | +56.1% | -83.0% | -36.2% |
| 1Y | -3.1% | +69.6% | -72.7% | -17.3% |
| 3Y | +199.3% | +87.7% | +111.6% | +143.9% |
| All | +199.3% | +86.4% | +112.9% | +143.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling