+246.6%
PAAS vs UUUU
+99.2%
+147.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.9% |
| 7D | +2.0% | +2.8% | -0.8% | +1.2% |
| 30D | -0.1% | +3.4% | -3.5% | -1.3% |
| 3M | +8.2% | -3.9% | +12.1% | +8.3% |
| 6M | -13.8% | -23.2% | +9.4% | -9.3% |
| YTD | -0.6% | +0.6% | -1.2% | -2.6% |
| 1Y | +44.0% | +22.9% | +21.1% | +29.3% |
| 3Y | +246.6% | +98.6% | +147.9% | +143.0% |
| All | +246.6% | +99.2% | +147.4% | +143.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling