+113.5%
PAAS vs SCHG
+84.3%
+29.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.2% |
| 7D | -1.9% | -1.0% | -0.9% | -1.3% |
| 30D | -3.6% | -1.3% | -2.3% | -2.8% |
| 3M | +8.6% | +5.4% | +3.1% | +5.0% |
| 6M | -16.7% | +14.4% | -31.1% | -22.7% |
| YTD | -1.9% | +8.0% | -10.0% | -5.9% |
| 1Y | +38.0% | +12.7% | +25.3% | +29.5% |
| 3Y | +234.9% | +85.6% | +149.3% | +136.8% |
| All | +113.5% | +84.3% | +29.2% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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