+186.4%
PAAS vs HIG
+270.3%
-84.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.2% | +2.8% |
| 7D | +8.8% | -0.5% | +9.3% | +9.0% |
| 30D | -8.5% | +4.5% | -12.9% | -9.2% |
| 3M | -17.0% | -5.5% | -11.5% | -16.3% |
| 6M | -27.9% | +3.1% | -31.0% | -28.6% |
| YTD | -17.5% | -0.8% | -16.7% | -17.8% |
| 1Y | +22.8% | +6.1% | +16.8% | +20.7% |
| 3Y | +224.2% | +94.1% | +130.1% | +181.0% |
| 5Y | +73.6% | +106.4% | -32.8% | +47.7% |
| 10Y | +186.4% | +265.1% | -78.7% | +145.3% |
| All | +186.4% | +270.3% | -84.0% | +145.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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