+214.0%
PAAS vs RSG
+63.4%
+150.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.3% | -6.2% | -5.9% |
| 7D | +4.2% | +2.0% | +2.2% | +4.0% |
| 30D | -13.8% | +14.2% | -28.0% | -15.0% |
| 3M | -22.7% | +15.8% | -38.5% | -23.9% |
| 6M | -32.1% | +24.6% | -56.7% | -34.8% |
| YTD | -22.3% | +18.2% | -40.5% | -24.1% |
| 1Y | +7.7% | +22.8% | -15.1% | +3.2% |
| 3Y | +214.0% | +62.4% | +151.7% | +172.9% |
| All | +214.0% | +63.4% | +150.6% | +172.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling