+214.0%
PAAS vs BR
+15.5%
+198.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.3% | -6.2% | -5.9% |
| 7D | +4.2% | +5.0% | -0.8% | +3.4% |
| 30D | -13.8% | +16.6% | -30.4% | -15.8% |
| 3M | -22.7% | +12.0% | -34.7% | -24.0% |
| 6M | -32.1% | +30.7% | -62.8% | -35.0% |
| YTD | -22.3% | -11.9% | -10.3% | -16.2% |
| 1Y | +7.7% | -11.6% | +19.2% | +15.8% |
| 3Y | +214.0% | +15.0% | +199.0% | +166.8% |
| All | +214.0% | +15.5% | +198.5% | +166.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling