+188.9%
PAAS vs BN
+271.1%
-82.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.8% |
| 7D | +8.4% | +5.3% | +3.1% | +6.4% |
| 30D | -7.2% | +11.9% | -19.1% | -11.0% |
| 3M | -14.0% | -5.7% | -8.3% | -12.2% |
| 6M | -26.8% | -10.6% | -16.1% | -23.7% |
| YTD | -19.8% | -9.4% | -10.4% | -17.1% |
| 1Y | +22.8% | -8.8% | +31.6% | +26.6% |
| 3Y | +183.6% | +95.6% | +88.0% | +119.7% |
| 5Y | +73.8% | +30.2% | +43.7% | +49.0% |
| All | +188.9% | +271.1% | -82.2% | +71.2% |
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