+50.8%
PAAS vs CHD
+2.2%
+48.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.4% | +5.1% | +3.7% |
| 7D | +2.6% | -4.2% | +6.8% | +2.7% |
| 30D | +2.5% | -7.6% | +10.0% | +2.6% |
| 3M | +15.1% | -1.6% | +16.7% | +15.3% |
| 6M | -12.1% | -6.3% | -5.7% | -12.0% |
| YTD | +3.1% | +14.6% | -11.5% | +6.7% |
| 1Y | +50.8% | +1.6% | +49.2% | +46.8% |
| All | +50.8% | +2.2% | +48.7% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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