+188.9%
PAAS vs FE
+105.3%
+83.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.9% |
| 7D | +8.4% | -1.0% | +9.4% | +8.7% |
| 30D | -7.2% | +4.1% | -11.3% | -8.4% |
| 3M | -14.0% | -1.0% | -13.0% | -13.8% |
| 6M | -26.8% | +4.0% | -30.8% | -27.8% |
| YTD | -19.8% | +6.8% | -26.6% | -21.6% |
| 1Y | +22.8% | +5.3% | +17.6% | +20.6% |
| 3Y | +183.6% | +44.6% | +139.1% | +152.3% |
| 5Y | +73.8% | +44.2% | +29.6% | +54.9% |
| All | +188.9% | +105.3% | +83.6% | +160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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