+213.9%
PAAS vs CG
+51.4%
+162.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.9% |
| 7D | -5.2% | -3.8% | -1.4% | -4.1% |
| 30D | -13.9% | +7.5% | -21.4% | -15.9% |
| 3M | -23.8% | -14.4% | -9.4% | -20.5% |
| 6M | -36.4% | -15.7% | -20.8% | -33.5% |
| YTD | -23.4% | -29.0% | +5.6% | -16.2% |
| 1Y | +5.6% | -22.1% | +27.7% | +12.3% |
| All | +213.9% | +51.4% | +162.6% | +102.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling