+228.9%
PAAS vs ESTC
+28.9%
+199.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.9% | -2.0% | +2.3% |
| 7D | +8.8% | -1.2% | +10.0% | +9.0% |
| 30D | -8.5% | -8.1% | -0.3% | -7.5% |
| 3M | -17.0% | +20.2% | -37.2% | -19.6% |
| 6M | -27.9% | +72.7% | -100.6% | -33.7% |
| YTD | -17.5% | +19.6% | -37.1% | -20.8% |
| 1Y | +22.8% | +0.3% | +22.6% | +20.5% |
| 3Y | +224.2% | +22.8% | +201.4% | +194.8% |
| 5Y | +73.6% | -50.9% | +124.5% | +67.0% |
| All | +228.9% | +28.9% | +199.9% | +181.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 ESTC 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