+202.7%
PAAS vs RRC
+7.9%
+194.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +2.0% | -1.2% | +3.2% | +2.1% |
| 30D | -0.1% | +9.4% | -9.5% | -0.9% |
| 3M | +8.2% | +7.4% | +0.9% | +7.4% |
| 6M | -13.8% | +1.5% | -15.3% | -14.2% |
| YTD | -0.6% | +19.4% | -20.0% | -2.7% |
| 1Y | +44.0% | +24.2% | +19.8% | +40.4% |
| 3Y | +246.6% | +32.8% | +213.8% | +234.7% |
| 5Y | +116.1% | +152.9% | -36.8% | +99.2% |
| 10Y | +202.7% | +3.9% | +198.9% | +290.8% |
| All | +202.7% | +7.9% | +194.8% | +290.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling