+196.2%
PAAS vs BUD
-2.1%
+198.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.9% |
| 7D | -8.9% | +1.0% | -9.9% | -9.2% |
| 30D | -11.4% | +6.7% | -18.1% | -13.1% |
| 3M | -20.4% | +5.7% | -26.2% | -21.8% |
| 6M | -40.7% | +5.8% | -46.5% | -42.0% |
| YTD | -26.9% | +34.4% | -61.3% | -33.3% |
| 1Y | -3.1% | +33.3% | -36.3% | -11.4% |
| 3Y | +199.3% | +48.8% | +150.4% | +164.7% |
| 5Y | +48.3% | +52.5% | -4.2% | +28.7% |
| All | +196.2% | -2.1% | +198.3% | +123.2% |
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