+250.9%
PAAS vs WSM
+238.8%
+12.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.5% | -2.8% |
| 7D | -2.9% | -3.3% | +0.4% | -2.3% |
| 30D | +6.8% | -8.4% | +15.2% | +8.7% |
| 3M | -2.9% | +9.7% | -12.5% | -4.7% |
| 6M | -16.4% | +16.7% | -33.1% | -19.1% |
| YTD | 0.0% | +28.7% | -28.7% | -5.0% |
| 1Y | +54.3% | +13.7% | +40.7% | +49.4% |
| All | +250.9% | +238.8% | +12.2% | +150.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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