+185.5%
PAAS vs BUD
-4.3%
+189.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.1% | -7.0% | -6.1% |
| 7D | +4.2% | +6.0% | -1.9% | +2.5% |
| 30D | -13.8% | +11.3% | -25.1% | -16.4% |
| 3M | -22.7% | +3.6% | -26.3% | -23.7% |
| 6M | -32.1% | +7.7% | -39.8% | -33.9% |
| YTD | -22.3% | +36.4% | -58.6% | -29.3% |
| 1Y | +7.7% | +37.8% | -30.2% | -2.5% |
| 3Y | +214.0% | +51.2% | +162.8% | +176.6% |
| 5Y | +63.2% | +53.4% | +9.8% | +41.4% |
| 10Y | +185.5% | -3.2% | +188.7% | +128.8% |
| All | +185.5% | -4.3% | +189.8% | +128.8% |
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