+70.8%
PAAS vs ROIV
+378.2%
-307.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.2% | -4.7% | +0.8% |
| 7D | +8.4% | +5.3% | +3.1% | +7.8% |
| 30D | -7.2% | +11.9% | -19.1% | -8.3% |
| 3M | -14.0% | +10.7% | -24.7% | -15.1% |
| 6M | -26.8% | +34.9% | -61.7% | -29.2% |
| YTD | -19.8% | +79.2% | -99.0% | -24.4% |
| 1Y | +22.8% | +89.0% | -66.2% | +15.1% |
| 3Y | +183.6% | +337.3% | -153.7% | +148.3% |
| All | +70.8% | +378.2% | -307.4% | +39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling