+214.0%
PAAS vs DRI
+69.5%
+144.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.3% | -5.8% |
| 7D | +4.2% | +4.2% | 0.0% | +3.6% |
| 30D | -13.8% | +15.7% | -29.5% | -15.4% |
| 3M | -22.7% | +5.8% | -28.5% | -23.3% |
| 6M | -32.1% | +18.4% | -50.5% | -33.6% |
| YTD | -22.3% | +28.2% | -50.5% | -25.2% |
| 1Y | +7.7% | +35.9% | -28.2% | +2.5% |
| 3Y | +214.0% | +67.7% | +146.3% | +157.5% |
| All | +214.0% | +69.5% | +144.5% | +157.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 3y: compounded portfolio wealth divided by compounded DRI 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…
3y analysis · Full analysis span regression · 6 months rolling