+200.1%
PAAS vs COO
+49.3%
+150.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -1.9% |
| 7D | -2.9% | -2.2% | -0.7% | -2.1% |
| 30D | +6.8% | -7.0% | +13.8% | +9.4% |
| 3M | -2.9% | +12.2% | -15.1% | -7.6% |
| 6M | -16.4% | -15.1% | -1.3% | -12.0% |
| YTD | 0.0% | -15.1% | +15.1% | +5.3% |
| 1Y | +54.3% | +2.3% | +52.0% | +51.6% |
| 3Y | +230.7% | -23.7% | +254.3% | +252.5% |
| 5Y | +111.6% | -38.9% | +150.6% | +134.3% |
| All | +200.1% | +49.3% | +150.8% | +154.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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