+26.1%
PAAS vs BR
-14.2%
+40.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.0% | +5.3% | +8.8% |
| 7D | -1.1% | +7.0% | -8.1% | -0.1% |
| 30D | -8.5% | +19.0% | -27.4% | -6.0% |
| 3M | -7.3% | +13.1% | -20.4% | -5.1% |
| 6M | -18.3% | +24.6% | -42.9% | -14.2% |
| YTD | -19.2% | -13.6% | -5.6% | -17.8% |
| 1Y | +26.1% | -13.1% | +39.3% | +30.9% |
| All | +26.1% | -14.2% | +40.4% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 1y: compounded portfolio wealth divided by compounded BR 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…
1y analysis · Full analysis span regression · 6 months rolling