+186.4%
PAAS vs BN
+289.4%
-103.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.8% | -1.0% | +1.4% |
| 7D | +8.8% | +3.6% | +5.2% | +7.5% |
| 30D | -8.5% | +15.9% | -24.3% | -13.4% |
| 3M | -17.0% | -2.3% | -14.7% | -16.4% |
| 6M | -27.9% | -8.4% | -19.5% | -25.6% |
| YTD | -17.5% | -5.9% | -11.6% | -15.9% |
| 1Y | +22.8% | -5.6% | +28.4% | +24.9% |
| 3Y | +224.2% | +104.2% | +120.0% | +147.1% |
| 5Y | +73.6% | +35.5% | +38.2% | +46.7% |
| 10Y | +186.4% | +285.2% | -98.9% | +62.8% |
| All | +186.4% | +289.4% | -103.0% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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