+200.1%
PAAS vs DOC
-2.1%
+202.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.6% | -1.8% |
| 7D | -2.9% | -1.5% | -1.4% | -2.4% |
| 30D | +6.8% | -4.8% | +11.6% | +8.6% |
| 3M | -2.9% | +6.9% | -9.8% | -5.5% |
| 6M | -16.4% | +20.7% | -37.2% | -22.2% |
| YTD | 0.0% | +34.1% | -34.1% | -10.3% |
| 1Y | +54.3% | +22.6% | +31.7% | +42.4% |
| 3Y | +230.7% | +20.8% | +209.8% | +204.3% |
| 5Y | +111.6% | -24.9% | +136.5% | +121.2% |
| All | +200.1% | -2.1% | +202.2% | +277.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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