+212.2%
PAAS vs WCC
+453.1%
-240.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.3% | -4.7% | -2.2% |
| 7D | -5.2% | +3.3% | -8.5% | -6.1% |
| 30D | -13.9% | -9.4% | -4.5% | -12.3% |
| 3M | -23.8% | -10.5% | -13.3% | -22.2% |
| 6M | -36.4% | -10.4% | -26.0% | -35.4% |
| YTD | -23.4% | +34.4% | -57.8% | -30.0% |
| 1Y | +5.6% | +27.7% | -22.0% | -2.4% |
| 3Y | +209.7% | +137.9% | +71.8% | +134.9% |
| 5Y | +55.6% | +147.0% | -91.5% | +10.6% |
| 10Y | +212.2% | +442.5% | -230.3% | +30.6% |
| All | +212.2% | +453.1% | -240.9% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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