+70.8%
PAAS vs GWW
+217.3%
-146.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.6% |
| 7D | +8.4% | +6.0% | +2.4% | +7.5% |
| 30D | -7.2% | +14.0% | -21.2% | -8.9% |
| 3M | -14.0% | +12.5% | -26.6% | -15.6% |
| 6M | -26.8% | +23.6% | -50.4% | -29.6% |
| YTD | -19.8% | +43.6% | -63.4% | -24.3% |
| 1Y | +22.8% | +52.5% | -29.6% | +15.0% |
| 3Y | +183.6% | +92.6% | +91.1% | +149.4% |
| All | +70.8% | +217.3% | -146.5% | +31.1% |
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