+212.2%
PAAS vs WEC
+190.8%
+21.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | -5.2% | -0.5% | -4.6% | -5.0% |
| 30D | -13.9% | +12.0% | -25.9% | -17.8% |
| 3M | -23.8% | +11.1% | -34.8% | -27.1% |
| 6M | -36.4% | +6.0% | -42.4% | -38.3% |
| YTD | -23.4% | +14.3% | -37.6% | -27.9% |
| 1Y | +5.6% | +8.0% | -2.3% | +1.6% |
| 3Y | +209.7% | +62.8% | +146.8% | +149.1% |
| 5Y | +55.6% | +55.3% | +0.3% | +27.8% |
| 10Y | +212.2% | +193.2% | +19.1% | +69.0% |
| All | +212.2% | +190.8% | +21.5% | +69.0% |
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