+200.1%
PAAS vs LII
+168.6%
+31.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.5% | -2.7% |
| 7D | -2.9% | -0.7% | -2.2% | -2.7% |
| 30D | +6.8% | -12.6% | +19.4% | +10.4% |
| 3M | -2.9% | -24.4% | +21.6% | +3.2% |
| 6M | -16.4% | -28.7% | +12.3% | -10.1% |
| YTD | 0.0% | -19.1% | +19.2% | +4.3% |
| 1Y | +54.3% | -29.7% | +84.0% | +65.9% |
| 3Y | +230.7% | +4.8% | +225.9% | +211.6% |
| 5Y | +111.6% | +24.6% | +87.1% | +85.5% |
| All | +200.1% | +168.6% | +31.5% | +137.7% |
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