+73.6%
PAAS vs WSM
+184.9%
-111.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.0% | -0.1% | +2.3% |
| 7D | +8.8% | +0.9% | +8.0% | +8.7% |
| 30D | -8.5% | +8.6% | -17.0% | -10.0% |
| 3M | -17.0% | +4.2% | -21.3% | -17.8% |
| 6M | -27.9% | +44.6% | -72.5% | -33.2% |
| YTD | -17.5% | +48.5% | -66.0% | -24.1% |
| 1Y | +22.8% | +34.7% | -11.8% | +15.0% |
| 3Y | +224.2% | +271.0% | -46.8% | +135.9% |
| 5Y | +73.6% | +180.9% | -107.3% | +28.0% |
| All | +73.6% | +184.9% | -111.3% | +28.0% |
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