+224.2%
PAAS vs QS
-20.8%
+245.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.8% | -3.9% | +1.8% |
| 7D | +8.8% | +13.7% | -4.8% | +6.7% |
| 30D | -8.5% | -0.2% | -8.2% | -8.6% |
| 3M | -17.0% | -24.8% | +7.8% | -13.6% |
| 6M | -27.9% | -39.4% | +11.5% | -23.0% |
| YTD | -17.5% | -56.1% | +38.7% | -9.0% |
| 1Y | +22.8% | -72.5% | +95.3% | +41.6% |
| 3Y | +224.2% | -16.3% | +240.5% | +202.4% |
| All | +224.2% | -20.8% | +245.0% | +202.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 3y: compounded portfolio wealth divided by compounded QS 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…
3y analysis · Full analysis span regression · 6 months rolling