+70.4%
PAAS vs UUUU
-96.4%
+166.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.8% | -0.4% |
| 7D | -8.9% | -1.1% | -7.9% | -8.8% |
| 30D | -11.4% | -21.0% | +9.6% | -8.6% |
| 3M | -20.4% | -54.8% | +34.4% | -11.7% |
| 6M | -40.7% | -67.3% | +26.6% | -31.5% |
| YTD | -26.9% | -54.7% | +27.7% | -19.8% |
| 1Y | -3.1% | -57.4% | +54.4% | +6.9% |
| 3Y | +199.3% | -19.6% | +218.9% | +192.3% |
| 5Y | +48.3% | -40.0% | +88.3% | +45.0% |
| 10Y | +197.6% | +364.1% | -166.5% | +112.5% |
| All | +70.4% | -96.4% | +166.8% | +51.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling