+239.7%
PAAS vs MKC
+26.7%
+213.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.8% | +4.5% | +3.9% |
| 7D | +2.6% | -4.3% | +7.0% | +3.6% |
| 30D | +2.5% | -3.1% | +5.6% | +3.0% |
| 3M | +15.1% | +6.8% | +8.3% | +12.7% |
| 6M | -12.1% | -18.3% | +6.3% | -8.2% |
| YTD | +3.1% | -23.1% | +26.1% | +8.9% |
| 1Y | +50.8% | -23.7% | +74.5% | +59.3% |
| 3Y | +259.5% | -31.0% | +290.5% | +285.7% |
| 5Y | +126.3% | -33.5% | +159.8% | +143.3% |
| 10Y | +239.7% | +30.3% | +209.5% | +209.9% |
| All | +239.7% | +26.7% | +213.1% | +209.9% |
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