+212.2%
PAAS vs LII
+172.8%
+39.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.6% |
| 7D | -5.2% | -2.3% | -2.9% | -4.6% |
| 30D | -13.9% | -1.7% | -12.3% | -13.8% |
| 3M | -23.8% | -18.3% | -5.5% | -20.1% |
| 6M | -36.4% | -32.3% | -4.1% | -30.7% |
| YTD | -23.4% | -27.1% | +3.8% | -18.2% |
| 1Y | +5.6% | -27.2% | +32.8% | +12.8% |
| 3Y | +209.7% | -8.9% | +218.6% | +202.3% |
| 5Y | +55.6% | +19.7% | +35.9% | +37.6% |
| 10Y | +212.2% | +168.9% | +43.3% | +133.8% |
| All | +212.2% | +172.8% | +39.4% | +133.8% |
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