+186.4%
PAAS vs WCC
+492.1%
-305.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.1% | -5.2% | +0.8% |
| 7D | +8.8% | -5.7% | +14.5% | +9.8% |
| 30D | -8.5% | -13.5% | +5.0% | -5.6% |
| 3M | -17.0% | -12.9% | -4.1% | -14.7% |
| 6M | -27.9% | -10.7% | -17.2% | -26.6% |
| YTD | -17.5% | +30.0% | -47.5% | -23.9% |
| 1Y | +22.8% | +24.7% | -1.9% | +14.4% |
| 3Y | +224.2% | +136.6% | +87.7% | +147.3% |
| 5Y | +73.6% | +143.9% | -70.3% | +24.5% |
| 10Y | +186.4% | +465.9% | -279.6% | +39.5% |
| All | +186.4% | +492.1% | -305.7% | +39.5% |
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