+183.6%
PAAS vs HIG
+89.3%
+94.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.7% | +1.5% |
| 7D | +8.4% | +1.1% | +7.3% | +8.4% |
| 30D | -7.2% | +5.6% | -12.7% | -7.3% |
| 3M | -14.0% | -6.9% | -7.1% | -13.7% |
| 6M | -26.8% | +1.3% | -28.0% | -26.9% |
| YTD | -19.8% | -1.5% | -18.3% | -19.7% |
| 1Y | +22.8% | +6.6% | +16.2% | +21.1% |
| 3Y | +183.6% | +91.2% | +92.4% | +134.7% |
| All | +183.6% | +89.3% | +94.3% | +134.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling