+246.6%
PAAS vs RRX
+4.1%
+242.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.8% |
| 7D | +2.0% | +4.3% | -2.3% | +1.1% |
| 30D | -0.1% | -8.0% | +7.9% | +1.7% |
| 3M | +8.2% | -22.0% | +30.3% | +12.9% |
| 6M | -13.8% | -11.9% | -1.9% | -12.9% |
| YTD | -0.6% | +17.1% | -17.7% | -5.5% |
| 1Y | +44.0% | +14.9% | +29.1% | +37.1% |
| 3Y | +246.6% | +6.9% | +239.7% | +217.3% |
| All | +246.6% | +4.1% | +242.5% | +217.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 3y: compounded portfolio wealth divided by compounded RRX 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…
3y analysis · Full analysis span regression · 6 months rolling