+185.0%
PAAS vs FND
+69.4%
+115.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | +8.4% | +7.7% | +0.7% | +7.0% |
| 30D | -7.2% | +11.9% | -19.0% | -9.1% |
| 3M | -14.0% | -14.6% | +0.5% | -11.9% |
| 6M | -26.8% | +0.5% | -27.2% | -27.4% |
| YTD | -19.8% | -15.8% | -4.0% | -18.3% |
| 1Y | +22.8% | -12.9% | +35.8% | +24.4% |
| 3Y | +183.6% | -34.2% | +217.8% | +193.1% |
| 5Y | +73.8% | -61.6% | +135.4% | +88.3% |
| All | +185.0% | +69.4% | +115.6% | +181.8% |
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