+70.8%
PAAS vs WCN
+45.6%
+25.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.8% | +1.9% |
| 7D | +8.4% | +2.9% | +5.5% | +7.4% |
| 30D | -7.2% | +22.1% | -29.3% | -14.1% |
| 3M | -14.0% | +13.2% | -27.2% | -18.1% |
| 6M | -26.8% | +23.7% | -50.5% | -33.6% |
| YTD | -19.8% | +8.7% | -28.5% | -22.4% |
| 1Y | +22.8% | +15.3% | +7.5% | +14.8% |
| 3Y | +183.6% | +46.0% | +137.6% | +138.0% |
| All | +70.8% | +45.6% | +25.2% | +43.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling