+188.9%
PAAS vs URA
+278.3%
-89.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.4% | -2.9% | -0.7% |
| 7D | +8.4% | -4.1% | +12.5% | +10.5% |
| 30D | -7.2% | -19.0% | +11.8% | +3.0% |
| 3M | -14.0% | -25.1% | +11.1% | -0.9% |
| 6M | -26.8% | -44.5% | +17.7% | -2.4% |
| YTD | -19.8% | -24.3% | +4.5% | -7.7% |
| 1Y | +22.8% | -28.1% | +51.0% | +44.3% |
| 3Y | +183.6% | +40.7% | +143.0% | +136.2% |
| 5Y | +73.8% | +35.5% | +38.4% | +41.2% |
| All | +188.9% | +278.3% | -89.4% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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