+119.0%
PAAS vs D
+5.6%
+113.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.2% |
| 7D | -2.9% | +1.5% | -4.4% | -3.5% |
| 30D | +6.8% | -2.6% | +9.4% | +7.9% |
| 3M | -2.9% | 0.0% | -2.9% | -3.3% |
| 6M | -16.4% | +7.4% | -23.8% | -19.6% |
| YTD | 0.0% | +15.9% | -15.8% | -7.1% |
| 1Y | +54.3% | +18.1% | +36.2% | +41.5% |
| 3Y | +230.7% | +58.4% | +172.3% | +152.1% |
| All | +119.0% | +5.6% | +113.4% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling