+199.5%
PAAS vs WEC
+138.6%
+60.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.1% |
| 7D | -2.9% | -0.3% | -2.6% | -2.8% |
| 30D | +6.8% | -1.3% | +8.1% | +7.1% |
| 3M | -2.9% | -3.9% | +1.0% | -1.8% |
| 6M | -16.4% | -8.3% | -8.1% | -14.0% |
| YTD | 0.0% | +3.1% | -3.0% | -2.0% |
| 1Y | +54.3% | +1.9% | +52.4% | +51.6% |
| 3Y | +230.7% | +41.9% | +188.8% | +179.6% |
| 5Y | +111.6% | +30.8% | +80.9% | +84.4% |
| All | +199.5% | +138.6% | +60.9% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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