+5.6%
PAAS vs ROIV
+96.8%
-91.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.8% |
| 7D | -5.2% | +9.5% | -14.7% | -7.5% |
| 30D | -13.9% | +21.0% | -34.9% | -18.2% |
| 3M | -23.8% | +18.7% | -42.5% | -27.5% |
| 6M | -36.4% | +44.5% | -80.9% | -43.1% |
| YTD | -23.4% | +92.9% | -116.2% | -35.2% |
| 1Y | +5.6% | +100.2% | -94.6% | -9.8% |
| All | +5.6% | +96.8% | -91.2% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling