+188.9%
PAAS vs BUD
-9.0%
+197.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +2.9% | +1.9% |
| 7D | +8.4% | +4.5% | +3.9% | +7.1% |
| 30D | -7.2% | +12.5% | -19.7% | -10.3% |
| 3M | -14.0% | 0.0% | -14.0% | -14.3% |
| 6M | -26.8% | +3.8% | -30.6% | -28.0% |
| YTD | -19.8% | +33.1% | -52.8% | -26.6% |
| 1Y | +22.8% | +35.5% | -12.7% | +11.7% |
| 3Y | +183.6% | +49.4% | +134.2% | +150.6% |
| 5Y | +73.8% | +48.0% | +25.8% | +51.8% |
| All | +188.9% | -9.0% | +197.9% | +147.0% |
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