+14.3%
PAAS vs FND
-10.2%
+24.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.1% | -1.2% | +1.6% |
| 7D | +8.8% | +8.5% | +0.3% | +6.0% |
| 30D | -8.5% | +17.2% | -25.7% | -13.0% |
| 3M | -17.0% | -14.9% | -2.1% | -13.4% |
| 6M | -27.9% | +3.1% | -31.0% | -29.6% |
| YTD | -17.5% | -12.4% | -5.1% | -15.3% |
| All | +14.3% | -10.2% | +24.6% | +17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling