+126.3%
PAAS vs UUUU
+132.1%
-5.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.9% |
| 7D | +2.6% | +1.8% | +0.8% | +2.1% |
| 30D | +2.5% | +1.8% | +0.7% | +1.7% |
| 3M | +15.1% | +1.3% | +13.8% | +13.6% |
| 6M | -12.1% | -26.8% | +14.7% | -6.4% |
| YTD | +3.1% | +0.1% | +3.0% | +0.4% |
| 1Y | +50.8% | +11.2% | +39.6% | +38.2% |
| 3Y | +259.5% | +97.7% | +161.8% | +160.2% |
| 5Y | +126.3% | +127.3% | -1.0% | +56.3% |
| All | +126.3% | +132.1% | -5.7% | +56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling