+1,269.9%
PAAS vs BEN
+1,451.6%
-181.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.5% | -5.9% | -3.1% |
| 7D | -2.9% | +0.2% | -3.1% | -3.0% |
| 30D | +6.8% | -0.5% | +7.3% | +6.9% |
| 3M | -2.9% | +9.7% | -12.6% | -4.7% |
| 6M | -16.4% | +33.9% | -50.3% | -21.4% |
| YTD | 0.0% | +49.0% | -49.0% | -8.1% |
| 1Y | +54.3% | +42.1% | +12.2% | +42.9% |
| 3Y | +230.7% | +51.9% | +178.8% | +198.4% |
| 5Y | +111.6% | +39.0% | +72.6% | +91.6% |
| 10Y | +211.7% | +57.9% | +153.9% | +162.6% |
| All | +1,269.9% | +1,451.6% | -181.7% | +1,043.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling