+1,030.3%
PAAS vs MKC
+1,727.8%
-697.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.1% | +4.0% | +3.1% |
| 7D | +8.8% | -1.9% | +10.8% | +9.3% |
| 30D | -8.5% | +8.0% | -16.4% | -9.9% |
| 3M | -17.0% | -8.6% | -8.4% | -15.8% |
| 6M | -27.9% | +1.1% | -28.9% | -28.6% |
| YTD | -17.5% | -27.7% | +10.2% | -13.0% |
| 1Y | +22.8% | -23.7% | +46.6% | +28.0% |
| 3Y | +224.2% | -19.4% | +243.6% | +231.4% |
| 5Y | +73.6% | -33.3% | +107.0% | +83.4% |
| 10Y | +186.4% | +24.0% | +162.4% | +166.8% |
| All | +1,030.3% | +1,727.8% | -697.5% | +735.0% |
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