+119.0%
PAAS vs WCC
+216.1%
-97.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.9% | -6.3% | -3.3% |
| 7D | -2.9% | +4.5% | -7.4% | -3.9% |
| 30D | +6.8% | -5.8% | +12.6% | +8.2% |
| 3M | -2.9% | -3.7% | +0.8% | -2.4% |
| 6M | -16.4% | +23.1% | -39.5% | -20.7% |
| YTD | 0.0% | +44.2% | -44.1% | -8.3% |
| 1Y | +54.3% | +62.1% | -7.8% | +37.8% |
| 3Y | +230.7% | +121.1% | +109.6% | +168.4% |
| All | +119.0% | +216.1% | -97.1% | +69.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling