+186.4%
PAAS vs LII
+170.7%
+15.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +2.3% |
| 7D | +8.8% | -1.2% | +10.0% | +9.2% |
| 30D | -8.5% | -2.0% | -6.5% | -8.3% |
| 3M | -17.0% | -20.2% | +3.2% | -12.5% |
| 6M | -27.9% | -32.5% | +4.7% | -21.4% |
| YTD | -17.5% | -27.4% | +9.9% | -11.8% |
| 1Y | +22.8% | -28.2% | +51.0% | +31.5% |
| 3Y | +224.2% | -7.2% | +231.5% | +215.0% |
| 5Y | +73.6% | +19.9% | +53.7% | +53.6% |
| 10Y | +186.4% | +168.6% | +17.7% | +118.0% |
| All | +186.4% | +170.7% | +15.6% | +118.0% |
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