+203.2%
PAAS vs RRC
+60.0%
+143.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.6% | +2.9% |
| 7D | +8.8% | -10.3% | +19.2% | +9.8% |
| 30D | -8.5% | +19.5% | -27.9% | -10.0% |
| 3M | -17.0% | +27.9% | -44.9% | -19.0% |
| 6M | -27.9% | +21.2% | -49.1% | -29.4% |
| YTD | -17.5% | +39.6% | -57.0% | -20.4% |
| 1Y | +22.8% | +31.3% | -8.4% | +19.1% |
| 3Y | +224.2% | +51.9% | +172.3% | +209.2% |
| 5Y | +73.6% | +110.2% | -36.5% | +60.6% |
| All | +203.2% | +60.0% | +143.2% | +217.8% |
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