+234.9%
PAAS vs VRSK
-26.5%
+261.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -1.9% | -5.2% | +3.2% | -2.7% |
| 30D | -3.6% | -2.3% | -1.2% | -3.8% |
| 3M | +8.6% | -2.9% | +11.5% | +8.3% |
| 6M | -16.7% | -12.8% | -3.9% | -16.6% |
| YTD | -1.9% | -20.8% | +18.9% | -1.6% |
| 1Y | +38.0% | -33.2% | +71.2% | +39.8% |
| 3Y | +234.9% | -26.6% | +261.5% | +255.2% |
| All | +234.9% | -26.5% | +261.4% | +255.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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