+185.5%
PAAS vs COO
+38.3%
+147.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.3% | -5.6% |
| 7D | +4.2% | +4.5% | -0.3% | +2.8% |
| 30D | -13.8% | +16.9% | -30.7% | -18.2% |
| 3M | -22.7% | -16.7% | -6.0% | -18.4% |
| 6M | -32.1% | +5.9% | -38.0% | -34.6% |
| YTD | -22.3% | -22.4% | +0.2% | -16.2% |
| 1Y | +7.7% | -10.1% | +17.8% | +10.1% |
| 3Y | +214.0% | -22.8% | +236.8% | +230.5% |
| 5Y | +63.2% | -41.4% | +104.6% | +82.4% |
| 10Y | +185.5% | +41.3% | +144.3% | +148.9% |
| All | +185.5% | +38.3% | +147.2% | +148.9% |
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