+126.3%
PAAS vs GWW
+221.1%
-94.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.8% | +4.5% | +3.8% |
| 7D | +2.6% | -0.5% | +3.1% | +2.7% |
| 30D | +2.5% | -1.4% | +3.9% | +2.6% |
| 3M | +15.1% | -3.6% | +18.7% | +15.4% |
| 6M | -12.1% | +15.1% | -27.2% | -14.6% |
| YTD | +3.1% | +27.5% | -24.4% | -0.8% |
| 1Y | +50.8% | +29.6% | +21.2% | +44.9% |
| 3Y | +259.5% | +90.1% | +169.4% | +217.8% |
| 5Y | +126.3% | +222.6% | -96.3% | +84.1% |
| All | +126.3% | +221.1% | -94.8% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 5y: compounded portfolio wealth divided by compounded GWW 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…
5y analysis · Full analysis span regression · 6 months rolling