+116.1%
PAAS vs WSM
+189.5%
-73.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | +2.0% | +2.6% | -0.6% | +1.5% |
| 30D | -0.1% | -9.5% | +9.4% | +1.9% |
| 3M | +8.2% | +12.9% | -4.6% | +5.6% |
| 6M | -13.8% | +23.0% | -36.8% | -17.3% |
| YTD | -0.6% | +28.9% | -29.6% | -5.7% |
| 1Y | +44.0% | +13.7% | +30.3% | +39.5% |
| 3Y | +246.6% | +232.6% | +14.0% | +162.3% |
| 5Y | +116.1% | +185.9% | -69.8% | +63.0% |
| All | +116.1% | +189.5% | -73.4% | +63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling