+186.4%
PAAS vs BUD
-8.7%
+195.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.5% | +2.5% |
| 7D | +8.8% | +1.3% | +7.5% | +8.5% |
| 30D | -8.5% | +10.0% | -18.5% | -11.0% |
| 3M | -17.0% | +1.6% | -18.6% | -17.6% |
| 6M | -27.9% | +6.5% | -34.4% | -29.6% |
| YTD | -17.5% | +34.8% | -52.3% | -24.8% |
| 1Y | +22.8% | +36.5% | -13.6% | +11.5% |
| 3Y | +224.2% | +49.0% | +175.3% | +186.5% |
| 5Y | +73.6% | +51.7% | +22.0% | +50.7% |
| 10Y | +186.4% | -7.5% | +193.9% | +143.4% |
| All | +186.4% | -8.7% | +195.1% | +143.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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