+196.2%
PAAS vs RSG
+452.6%
-256.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -8.9% | +2.5% | -11.4% | -9.5% |
| 30D | -11.4% | +12.7% | -24.1% | -14.5% |
| 3M | -20.4% | +17.9% | -38.4% | -24.3% |
| 6M | -40.7% | +25.0% | -65.7% | -45.0% |
| YTD | -26.9% | +20.8% | -47.7% | -31.6% |
| 1Y | -3.1% | +24.3% | -27.3% | -10.2% |
| 3Y | +199.3% | +65.3% | +134.0% | +151.9% |
| 5Y | +48.3% | +99.1% | -50.8% | +16.7% |
| All | +196.2% | +452.6% | -256.4% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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