+179.6%
PAAS vs LII
-6.9%
+186.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.6% | -1.5% |
| 7D | -0.4% | +0.2% | -0.6% | -0.4% |
| 30D | -11.6% | -4.6% | -7.0% | -10.9% |
| 3M | -15.6% | -21.7% | +6.1% | -10.9% |
| 6M | -19.1% | -32.8% | +13.7% | -12.2% |
| YTD | -20.9% | -27.5% | +6.6% | -15.7% |
| 1Y | +21.3% | -28.0% | +49.3% | +29.5% |
| All | +179.6% | -6.9% | +186.5% | +161.7% |
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 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