+224.2%
PAAS vs LII
-8.9%
+233.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +2.4% |
| 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% | -12.7% |
| 6M | -27.9% | -32.5% | +4.7% | -21.7% |
| YTD | -17.5% | -27.4% | +9.9% | -12.0% |
| 1Y | +22.8% | -28.2% | +51.0% | +31.3% |
| 3Y | +224.2% | -7.2% | +231.5% | +196.2% |
| All | +224.2% | -8.9% | +233.2% | +196.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling