+185.5%
PAAS vs NWSA
+149.3%
+36.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.2% | -6.0% | -5.9% |
| 7D | +4.2% | -9.7% | +13.9% | +6.6% |
| 30D | -13.8% | -8.6% | -5.2% | -12.1% |
| 3M | -22.7% | -6.3% | -16.4% | -21.8% |
| 6M | -32.1% | -1.2% | -30.9% | -32.5% |
| YTD | -22.3% | +2.6% | -24.9% | -23.7% |
| 1Y | +7.7% | 0.0% | +7.6% | +6.4% |
| 3Y | +214.0% | +30.1% | +184.0% | +188.9% |
| 5Y | +63.2% | +18.3% | +44.9% | +49.5% |
| 10Y | +185.5% | +149.3% | +36.2% | +134.4% |
| All | +185.5% | +149.3% | +36.2% | +134.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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