+248.2%
PAAS vs BUD
+50.7%
+197.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.5% |
| 7D | -2.9% | +0.3% | -3.2% | -3.0% |
| 30D | +6.8% | -5.7% | +12.5% | +9.3% |
| 3M | -2.9% | +3.1% | -6.0% | -4.7% |
| 6M | -16.4% | +7.9% | -24.3% | -20.2% |
| YTD | 0.0% | +27.3% | -27.3% | -11.8% |
| 1Y | +54.3% | +37.8% | +16.5% | +30.2% |
| All | +248.2% | +50.7% | +197.5% | +190.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling