+200.1%
PAAS vs BUD
-23.0%
+223.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | -2.9% | +0.3% | -3.2% | -3.0% |
| 30D | +6.8% | -5.7% | +12.5% | +8.5% |
| 3M | -2.9% | +3.1% | -6.0% | -4.0% |
| 6M | -16.4% | +7.9% | -24.3% | -18.7% |
| YTD | 0.0% | +27.3% | -27.3% | -7.3% |
| 1Y | +54.3% | +37.8% | +16.5% | +39.5% |
| 3Y | +230.7% | +49.8% | +180.8% | +192.2% |
| 5Y | +111.6% | +43.8% | +67.8% | +86.3% |
| All | +200.1% | -23.0% | +223.1% | +195.7% |
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