+239.7%
PAAS vs RUN
+43.6%
+196.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.6% | +8.3% | +4.3% |
| 7D | +2.6% | -1.8% | +4.4% | +2.8% |
| 30D | +2.5% | -10.8% | +13.3% | +4.0% |
| 3M | +15.1% | -30.2% | +45.2% | +20.0% |
| 6M | -12.1% | -22.3% | +10.3% | -9.8% |
| YTD | +3.1% | -52.2% | +55.2% | +11.0% |
| 1Y | +50.8% | -45.1% | +95.9% | +58.6% |
| 3Y | +259.5% | -37.1% | +296.6% | +221.5% |
| 5Y | +126.3% | -80.3% | +206.6% | +122.6% |
| 10Y | +239.7% | +45.2% | +194.5% | +141.6% |
| All | +239.7% | +43.6% | +196.2% | +141.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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