+197.9%
PAAS vs WCN
+322.0%
-124.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -4.4% |
| 7D | -7.0% | +1.2% | -8.2% | -7.4% |
| 30D | -15.3% | +26.4% | -41.7% | -22.2% |
| 3M | -27.7% | +17.5% | -45.3% | -31.9% |
| 6M | -40.5% | +28.7% | -69.2% | -46.3% |
| YTD | -26.5% | +11.5% | -38.0% | -29.9% |
| 1Y | -0.8% | +15.9% | -16.6% | -7.0% |
| 3Y | +196.9% | +51.6% | +145.4% | +152.8% |
| 5Y | +49.2% | +47.9% | +1.2% | +27.5% |
| All | +197.9% | +322.0% | -124.0% | +148.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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