+1,311.5%
PAAS vs BRO
+9,198.9%
-7,887.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.1% | +4.0% |
| 7D | +2.6% | -7.6% | +10.3% | +3.7% |
| 30D | +2.5% | -6.9% | +9.3% | +3.4% |
| 3M | +15.1% | +12.8% | +2.3% | +12.8% |
| 6M | -12.1% | -5.9% | -6.2% | -11.9% |
| YTD | +3.1% | -15.9% | +19.0% | +4.8% |
| 1Y | +50.8% | -28.1% | +79.0% | +56.6% |
| 3Y | +259.5% | -7.0% | +266.5% | +258.2% |
| 5Y | +126.3% | +18.0% | +108.3% | +116.2% |
| 10Y | +239.7% | +293.9% | -54.2% | +180.8% |
| All | +1,311.5% | +9,198.9% | -7,887.4% | +1,084.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 all: compounded portfolio wealth divided by compounded BRO 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…
all analysis · Full analysis span regression · 6 months rolling