+48.1%
PAAS vs NWSA
+18.8%
+29.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.2% | -1.4% |
| 7D | -8.9% | +2.2% | -11.1% | -9.5% |
| 30D | -11.4% | -8.8% | -2.6% | -9.1% |
| 3M | -20.4% | -6.5% | -13.9% | -19.1% |
| 6M | -40.7% | +1.5% | -42.2% | -41.8% |
| YTD | -26.9% | +4.0% | -31.0% | -29.3% |
| 1Y | -3.1% | +3.4% | -6.5% | -6.0% |
| 3Y | +199.3% | +34.8% | +164.4% | +158.2% |
| All | +48.1% | +18.8% | +29.3% | +22.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling