+183.6%
PAAS vs CAG
-34.1%
+217.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.4% |
| 7D | +8.4% | +5.8% | +2.6% | +8.5% |
| 30D | -7.2% | +16.4% | -23.5% | -6.9% |
| 3M | -14.0% | +3.8% | -17.8% | -13.9% |
| 6M | -26.8% | +10.8% | -37.6% | -26.2% |
| YTD | -19.8% | -5.8% | -14.0% | -19.2% |
| 1Y | +22.8% | -2.4% | +25.2% | +24.2% |
| 3Y | +183.6% | -33.4% | +217.1% | +176.6% |
| All | +183.6% | -34.1% | +217.7% | +176.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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