+212.2%
PAAS vs WAB
+282.9%
-70.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | -5.2% | +3.1% | -8.3% | -6.1% |
| 30D | -13.9% | +6.4% | -20.4% | -15.5% |
| 3M | -23.8% | +2.2% | -25.9% | -24.3% |
| 6M | -36.4% | +13.7% | -50.1% | -38.9% |
| YTD | -23.4% | +43.0% | -66.4% | -30.7% |
| 1Y | +5.6% | +47.0% | -41.3% | -5.1% |
| 3Y | +209.7% | +174.4% | +35.3% | +135.4% |
| 5Y | +55.6% | +222.2% | -166.6% | +12.8% |
| 10Y | +212.2% | +276.9% | -64.7% | +100.9% |
| All | +212.2% | +282.9% | -70.7% | +100.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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