+212.2%
PAAS vs BR
+280.7%
-68.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | -5.2% | +1.9% | -7.1% | -5.7% |
| 30D | -13.9% | +15.9% | -29.8% | -17.4% |
| 3M | -23.8% | +13.7% | -37.4% | -26.6% |
| 6M | -36.4% | +31.0% | -67.4% | -41.5% |
| YTD | -23.4% | -12.0% | -11.4% | -20.9% |
| 1Y | +5.6% | -11.5% | +17.1% | +8.8% |
| 3Y | +209.7% | +14.9% | +194.8% | +191.6% |
| 5Y | +55.6% | +20.1% | +35.5% | +41.8% |
| 10Y | +212.2% | +278.9% | -66.7% | +153.7% |
| All | +212.2% | +280.7% | -68.5% | +153.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling