+275.7%
PAAS vs CG
+351.2%
-75.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.0% |
| 7D | -2.9% | -4.3% | +1.4% | -1.9% |
| 30D | +6.8% | -5.1% | +11.9% | +7.8% |
| 3M | -2.9% | +8.7% | -11.6% | -5.0% |
| 6M | -16.4% | -9.2% | -7.2% | -15.1% |
| YTD | 0.0% | -18.9% | +18.9% | +3.8% |
| 1Y | +54.3% | -25.6% | +80.0% | +62.9% |
| 3Y | +230.7% | +57.3% | +173.4% | +192.4% |
| 5Y | +111.6% | +10.2% | +101.5% | +94.2% |
| 10Y | +211.7% | +364.2% | -152.5% | +120.9% |
| All | +275.7% | +351.2% | -75.5% | +172.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling