+199.3%
PAAS vs WEC
+62.9%
+136.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -8.9% | +1.5% | -10.4% | -9.3% |
| 30D | -11.4% | +10.2% | -21.6% | -14.2% |
| 3M | -20.4% | +7.6% | -28.0% | -22.4% |
| 6M | -40.7% | +6.6% | -47.3% | -42.2% |
| YTD | -26.9% | +14.4% | -41.3% | -31.3% |
| 1Y | -3.1% | +8.8% | -11.9% | -6.6% |
| 3Y | +199.3% | +63.3% | +135.9% | +95.1% |
| All | +199.3% | +62.9% | +136.3% | +95.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling