+806.7%
PAAS vs WCC
+1,412.6%
-605.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +1.0% |
| 7D | +8.4% | -14.7% | +23.1% | +11.2% |
| 30D | -7.2% | -20.1% | +12.9% | -3.6% |
| 3M | -14.0% | -21.2% | +7.1% | -10.6% |
| 6M | -26.8% | -19.2% | -7.6% | -24.4% |
| YTD | -19.8% | +20.2% | -40.0% | -23.2% |
| 1Y | +22.8% | +14.5% | +8.4% | +18.7% |
| 3Y | +183.6% | +115.1% | +68.5% | +138.2% |
| 5Y | +73.8% | +121.5% | -47.7% | +40.5% |
| 10Y | +185.6% | +468.1% | -282.5% | +81.2% |
| All | +806.7% | +1,412.6% | -605.9% | +442.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling