+716.0%
PAAS vs HIG
+967.2%
-251.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.7% | +1.7% |
| 7D | +8.4% | +1.1% | +7.3% | +8.3% |
| 30D | -7.2% | +5.6% | -12.7% | -7.7% |
| 3M | -14.0% | -6.9% | -7.1% | -13.5% |
| 6M | -26.8% | +1.3% | -28.0% | -27.0% |
| YTD | -19.8% | -1.5% | -18.3% | -19.9% |
| 1Y | +22.8% | +6.6% | +16.2% | +21.6% |
| 3Y | +183.6% | +91.2% | +92.4% | +164.1% |
| 5Y | +73.8% | +106.1% | -32.2% | +60.1% |
| 10Y | +185.6% | +283.7% | -98.1% | +142.1% |
| All | +716.0% | +967.2% | -251.1% | +582.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling