+949.7%
PAAS vs MKC
+1,691.9%
-742.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.8% | -1.5% |
| 7D | -5.2% | -7.0% | +1.8% | -3.9% |
| 30D | -13.9% | +4.1% | -18.0% | -14.7% |
| 3M | -23.8% | -10.3% | -13.5% | -22.4% |
| 6M | -36.4% | +1.7% | -38.1% | -37.1% |
| YTD | -23.4% | -29.1% | +5.7% | -18.9% |
| 1Y | +5.6% | -26.0% | +31.6% | +10.8% |
| 3Y | +209.7% | -21.5% | +231.1% | +218.2% |
| 5Y | +55.6% | -35.0% | +90.6% | +65.2% |
| 10Y | +212.2% | +25.6% | +186.6% | +190.3% |
| All | +949.7% | +1,691.9% | -742.2% | +678.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling