+14.3%
PAAS vs CG
-18.0%
+32.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.6% | -3.7% | +0.7% |
| 7D | +8.8% | +3.0% | +5.8% | +7.7% |
| 30D | -8.5% | +10.1% | -18.6% | -11.3% |
| 3M | -17.0% | -10.8% | -6.2% | -14.4% |
| 6M | -27.9% | -15.2% | -12.7% | -24.7% |
| YTD | -17.5% | -26.9% | +9.4% | -11.6% |
| All | +14.3% | -18.0% | +32.3% | +8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling