+1,030.7%
PAAS vs WCC
+1,713.7%
-683.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.9% | -6.3% | -3.1% |
| 7D | -2.9% | +4.5% | -7.4% | -3.7% |
| 30D | +6.8% | -5.8% | +12.6% | +7.9% |
| 3M | -2.9% | -3.7% | +0.8% | -2.5% |
| 6M | -16.4% | +23.1% | -39.5% | -19.9% |
| YTD | 0.0% | +44.2% | -44.1% | -7.0% |
| 1Y | +54.3% | +62.1% | -7.8% | +40.3% |
| 3Y | +230.7% | +121.1% | +109.6% | +176.5% |
| 5Y | +111.6% | +214.0% | -102.3% | +60.9% |
| 10Y | +211.7% | +472.8% | -261.1% | +97.2% |
| All | +1,030.7% | +1,713.7% | -683.1% | +556.8% |
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