+186.4%
PAAS vs CG
+320.1%
-133.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.6% | -3.7% | +1.3% |
| 7D | +8.8% | +3.0% | +5.8% | +8.1% |
| 30D | -8.5% | +10.1% | -18.6% | -10.6% |
| 3M | -17.0% | -10.8% | -6.2% | -15.1% |
| 6M | -27.9% | -15.2% | -12.7% | -25.4% |
| YTD | -17.5% | -26.9% | +9.4% | -12.2% |
| 1Y | +22.8% | -17.0% | +39.9% | +27.1% |
| 3Y | +224.2% | +54.6% | +169.6% | +185.1% |
| 5Y | +73.6% | -16.7% | +90.4% | +65.9% |
| 10Y | +186.4% | +320.1% | -133.8% | +126.6% |
| All | +186.4% | +320.1% | -133.8% | +126.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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