+197.9%
PAAS vs HIG
+260.2%
-62.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.9% | -4.1% |
| 7D | -7.0% | -0.1% | -6.9% | -7.1% |
| 30D | -15.3% | +4.4% | -19.6% | -16.0% |
| 3M | -27.7% | 0.0% | -27.8% | -27.9% |
| 6M | -40.5% | +3.8% | -44.2% | -41.1% |
| YTD | -26.5% | +0.7% | -27.2% | -27.1% |
| 1Y | -0.8% | +5.0% | -5.8% | -2.4% |
| 3Y | +196.9% | +95.3% | +101.6% | +156.6% |
| 5Y | +49.2% | +110.8% | -61.6% | +26.1% |
| All | +197.9% | +260.2% | -62.3% | +129.5% |
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