+185.5%
PAAS vs MKC
+21.5%
+164.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.4% | -3.4% | -5.3% |
| 7D | +4.2% | -2.4% | +6.6% | +4.8% |
| 30D | -13.8% | +5.4% | -19.2% | -14.8% |
| 3M | -22.7% | -11.1% | -11.6% | -21.0% |
| 6M | -32.1% | -1.4% | -30.7% | -32.5% |
| YTD | -22.3% | -29.4% | +7.1% | -16.6% |
| 1Y | +7.7% | -24.7% | +32.4% | +13.6% |
| 3Y | +214.0% | -21.8% | +235.8% | +223.5% |
| 5Y | +63.2% | -36.0% | +99.2% | +76.3% |
| 10Y | +185.5% | +24.9% | +160.6% | +162.6% |
| All | +185.5% | +21.5% | +164.1% | +162.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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