+1,269.9%
PAAS vs RMD
+38,443.6%
-37,173.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | -2.9% | -5.0% | +2.1% | -2.2% |
| 30D | +6.8% | +2.2% | +4.6% | +6.4% |
| 3M | -2.9% | +17.8% | -20.7% | -5.3% |
| 6M | -16.4% | -11.3% | -5.1% | -15.3% |
| YTD | 0.0% | -4.4% | +4.4% | +0.3% |
| 1Y | +54.3% | -15.7% | +70.0% | +57.4% |
| 3Y | +230.7% | +47.7% | +182.9% | +210.1% |
| 5Y | +111.6% | -19.2% | +130.9% | +112.9% |
| 10Y | +211.7% | +280.4% | -68.7% | +163.6% |
| All | +1,269.9% | +38,443.6% | -37,173.7% | +1,007.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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