+188.9%
PAAS vs LII
+162.0%
+26.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.4% | +1.9% |
| 7D | +8.4% | -0.6% | +9.0% | +8.6% |
| 30D | -7.2% | -4.6% | -2.6% | -6.3% |
| 3M | -14.0% | -21.2% | +7.2% | -9.1% |
| 6M | -26.8% | -36.4% | +9.7% | -19.0% |
| YTD | -19.8% | -28.9% | +9.1% | -13.9% |
| 1Y | +22.8% | -29.5% | +52.4% | +32.1% |
| 3Y | +183.6% | -8.6% | +192.2% | +176.4% |
| 5Y | +73.8% | +20.2% | +53.6% | +53.8% |
| All | +188.9% | +162.0% | +26.9% | +122.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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