+202.7%
PAAS vs BWA
+142.9%
+59.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.2% |
| 7D | +2.0% | +4.3% | -2.3% | +1.0% |
| 30D | -0.1% | -2.9% | +2.8% | +0.5% |
| 3M | +8.2% | -12.4% | +20.7% | +11.4% |
| 6M | -13.8% | +28.6% | -42.4% | -18.0% |
| YTD | -0.6% | +48.2% | -48.9% | -9.0% |
| 1Y | +44.0% | +50.9% | -6.9% | +31.3% |
| 3Y | +246.6% | +72.2% | +174.4% | +202.3% |
| 5Y | +116.1% | +91.1% | +25.0% | +81.7% |
| 10Y | +202.7% | +144.0% | +58.7% | +132.0% |
| All | +202.7% | +142.9% | +59.8% | +132.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BWA 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling