+1,269.9%
PAAS vs WEC
+2,273.2%
-1,003.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.9% |
| 6M | -16.4% | -8.3% | -8.1% | -14.3% |
| YTD | 0.0% | +3.1% | -3.0% | -1.6% |
| 1Y | +54.3% | +1.9% | +52.4% | +52.2% |
| 3Y | +230.7% | +41.9% | +188.8% | +189.3% |
| 5Y | +111.6% | +30.8% | +80.9% | +89.6% |
| 10Y | +211.7% | +141.9% | +69.8% | +121.6% |
| All | +1,269.9% | +2,273.2% | -1,003.3% | +549.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling