+1,114.2%
PAAS vs LII
+3,124.4%
-2,010.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.5% | -2.6% |
| 7D | -2.9% | -0.7% | -2.2% | -2.8% |
| 30D | +6.8% | -12.6% | +19.4% | +9.7% |
| 3M | -2.9% | -24.4% | +21.6% | +2.1% |
| 6M | -16.4% | -28.7% | +12.3% | -11.1% |
| YTD | 0.0% | -19.1% | +19.2% | +3.6% |
| 1Y | +54.3% | -29.7% | +84.0% | +64.0% |
| 3Y | +230.7% | +4.8% | +225.9% | +218.3% |
| 5Y | +111.6% | +24.6% | +87.1% | +93.9% |
| 10Y | +211.7% | +169.2% | +42.5% | +141.0% |
| All | +1,114.2% | +3,124.4% | -2,010.2% | +556.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling