+70.8%
PAAS vs EFX
-31.2%
+102.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.6% | +1.9% |
| 7D | +8.4% | +2.7% | +5.7% | +7.8% |
| 30D | -7.2% | +33.1% | -40.3% | -13.5% |
| 3M | -14.0% | +8.2% | -22.2% | -16.0% |
| 6M | -26.8% | +10.2% | -36.9% | -29.3% |
| YTD | -19.8% | -11.8% | -8.0% | -18.6% |
| 1Y | +22.8% | -6.1% | +28.9% | +22.3% |
| 3Y | +183.6% | +7.5% | +176.1% | +157.1% |
| All | +70.8% | -31.2% | +102.0% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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