+70.8%
PAAS vs DAR
-41.1%
+111.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.7% |
| 7D | +8.4% | -9.9% | +18.3% | +10.9% |
| 30D | -7.2% | -16.4% | +9.2% | -3.5% |
| 3M | -14.0% | -17.1% | +3.0% | -11.0% |
| 6M | -26.8% | -20.5% | -6.3% | -23.6% |
| YTD | -19.8% | +39.4% | -59.2% | -28.5% |
| 1Y | +22.8% | +57.2% | -34.4% | +6.0% |
| 3Y | +183.6% | +13.9% | +169.8% | +157.9% |
| All | +70.8% | -41.1% | +111.9% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling