+70.8%
PAAS vs RVTY
-7.4%
+78.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.4% | +0.4% |
| 7D | +8.4% | -1.2% | +9.6% | +8.5% |
| 30D | -7.2% | +1.0% | -8.2% | -7.8% |
| 3M | -14.0% | +35.8% | -49.9% | -24.0% |
| 6M | -26.8% | +56.7% | -83.5% | -38.9% |
| YTD | -19.8% | +60.7% | -80.5% | -34.1% |
| 1Y | +22.8% | +73.7% | -50.9% | -2.1% |
| 3Y | +183.6% | +82.8% | +100.9% | +112.5% |
| All | +70.8% | -7.4% | +78.3% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 5y: compounded portfolio wealth divided by compounded RVTY 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…
5y analysis · Full analysis span regression · 6 months rolling