+70.8%
PAAS vs BEN
+19.4%
+51.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.7% | -3.3% | -0.2% |
| 7D | +8.4% | +6.6% | +1.8% | +6.0% |
| 30D | -7.2% | +3.8% | -11.0% | -8.4% |
| 3M | -14.0% | +0.2% | -14.2% | -14.1% |
| 6M | -26.8% | +10.4% | -37.2% | -29.2% |
| YTD | -19.8% | +46.2% | -66.0% | -29.7% |
| 1Y | +22.8% | +52.3% | -29.4% | +6.2% |
| 3Y | +183.6% | +65.9% | +117.7% | +131.6% |
| All | +70.8% | +19.4% | +51.4% | +40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling