+998.5%
PAAS vs BEN
+1,422.3%
-423.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.7% | -3.3% | +0.5% |
| 7D | +8.4% | +6.6% | +1.8% | +7.0% |
| 30D | -7.2% | +3.8% | -11.0% | -7.9% |
| 3M | -14.0% | +0.2% | -14.2% | -14.1% |
| 6M | -26.8% | +10.4% | -37.2% | -28.2% |
| YTD | -19.8% | +46.2% | -66.0% | -26.0% |
| 1Y | +22.8% | +52.3% | -29.4% | +12.4% |
| 3Y | +183.6% | +65.9% | +117.7% | +151.6% |
| 5Y | +73.8% | +20.6% | +53.3% | +62.4% |
| 10Y | +185.6% | +64.8% | +120.8% | +138.4% |
| All | +998.5% | +1,422.3% | -423.8% | +820.9% |
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 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