+44.0%
PAAS vs FND
-44.9%
+88.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.9% | +0.6% |
| 7D | +2.0% | +0.4% | +1.6% | +1.8% |
| 30D | -0.1% | -23.6% | +23.5% | +7.1% |
| 3M | +8.2% | +4.3% | +3.9% | +5.4% |
| 6M | -13.8% | -20.3% | +6.5% | -9.6% |
| YTD | -0.6% | -21.3% | +20.7% | +4.8% |
| 1Y | +44.0% | -45.4% | +89.4% | +52.8% |
| All | +44.0% | -44.9% | +88.9% | +52.8% |
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 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