+185.5%
PAAS vs MDY
+171.2%
+14.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.3% | -5.5% | -5.6% |
| 7D | +4.2% | 0.0% | +4.2% | +4.2% |
| 30D | -13.8% | +1.0% | -14.7% | -14.2% |
| 3M | -22.7% | -4.1% | -18.6% | -20.6% |
| 6M | -32.1% | +0.6% | -32.7% | -32.0% |
| YTD | -22.3% | +12.9% | -35.2% | -26.8% |
| 1Y | +7.7% | +14.6% | -7.0% | +0.7% |
| 3Y | +214.0% | +57.1% | +156.9% | +146.9% |
| 5Y | +63.2% | +37.1% | +26.1% | +36.1% |
| 10Y | +185.5% | +171.5% | +14.0% | +98.3% |
| All | +185.5% | +171.2% | +14.4% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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