+9.6%
PAAS vs Q
+74.5%
-64.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.1% | -3.0% |
| 7D | -7.0% | +11.5% | -18.5% | -10.7% |
| 30D | -15.3% | -0.2% | -15.1% | -15.4% |
| 3M | -27.7% | -13.6% | -14.1% | -24.4% |
| 6M | -40.5% | -27.0% | -13.4% | -34.6% |
| YTD | -26.5% | +50.5% | -77.0% | -34.0% |
| 1Y | -0.8% | +33.8% | -34.5% | -9.2% |
| All | +9.6% | +74.5% | -64.8% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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