+170.1%
PAAS vs SCHG
+1,145.2%
-975.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -1.8% |
| 7D | -2.9% | -0.7% | -2.2% | -2.4% |
| 30D | +6.8% | +0.2% | +6.6% | +6.7% |
| 3M | -2.9% | +2.2% | -5.1% | -4.0% |
| 6M | -16.4% | +15.0% | -31.5% | -23.0% |
| YTD | 0.0% | +9.2% | -9.1% | -4.6% |
| 1Y | +54.3% | +15.7% | +38.6% | +42.1% |
| 3Y | +230.7% | +87.3% | +143.4% | +123.0% |
| 5Y | +111.6% | +84.5% | +27.2% | +40.6% |
| 10Y | +211.7% | +448.7% | -237.0% | -3.6% |
| All | +170.1% | +1,145.2% | -975.0% | -62.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling