+199.3%
PAAS vs IT
-53.3%
+252.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.6% |
| 7D | -8.9% | +1.1% | -10.0% | -8.9% |
| 30D | -11.4% | -1.8% | -9.6% | -11.5% |
| 3M | -20.4% | +4.8% | -25.3% | -20.6% |
| 6M | -40.7% | +33.0% | -73.7% | -41.1% |
| YTD | -26.9% | -23.8% | -3.1% | -24.3% |
| 1Y | -3.1% | -16.5% | +13.5% | -0.7% |
| 3Y | +199.3% | -53.6% | +252.9% | +241.5% |
| All | +199.3% | -53.3% | +252.5% | +241.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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