+159.6%
PAAS vs FND
+57.9%
+101.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | -0.2% |
| 7D | -8.9% | -6.8% | -2.1% | -7.7% |
| 30D | -11.4% | +8.0% | -19.4% | -12.6% |
| 3M | -20.4% | -18.9% | -1.5% | -17.6% |
| 6M | -40.7% | +4.7% | -45.4% | -41.5% |
| YTD | -26.9% | -21.6% | -5.4% | -24.6% |
| 1Y | -3.1% | -22.0% | +18.9% | +0.1% |
| 3Y | +199.3% | -40.4% | +239.7% | +215.0% |
| 5Y | +48.3% | -63.8% | +112.1% | +62.6% |
| All | +159.6% | +57.9% | +101.7% | +160.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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