+199.3%
PAAS vs ETR
+155.2%
+44.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -8.9% | +1.2% | -10.1% | -9.3% |
| 30D | -11.4% | +7.0% | -18.4% | -13.6% |
| 3M | -20.4% | +4.6% | -25.0% | -21.8% |
| 6M | -40.7% | +0.1% | -40.8% | -40.9% |
| YTD | -26.9% | +23.2% | -50.1% | -33.3% |
| 1Y | -3.1% | +20.6% | -23.6% | -10.7% |
| 3Y | +199.3% | +156.3% | +43.0% | +62.6% |
| All | +199.3% | +155.2% | +44.1% | +62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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