+196.2%
PAAS vs URA
+266.3%
-70.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | +0.2% |
| 7D | -8.9% | -1.5% | -7.4% | -8.2% |
| 30D | -11.4% | -10.4% | -1.0% | -6.4% |
| 3M | -20.4% | -29.6% | +9.2% | -5.4% |
| 6M | -40.7% | -40.3% | -0.4% | -23.4% |
| YTD | -26.9% | -25.5% | -1.5% | -15.2% |
| 1Y | -3.1% | -26.4% | +23.4% | +12.8% |
| 3Y | +199.3% | +31.4% | +167.8% | +156.8% |
| 5Y | +48.3% | +28.6% | +19.7% | +23.4% |
| All | +196.2% | +266.3% | -70.1% | +15.5% |
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