-16.4%
PAAS vs WSM
+13.6%
-30.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.5% | -3.2% |
| 7D | -2.9% | -3.3% | +0.4% | -1.6% |
| 30D | +6.8% | -8.4% | +15.2% | +10.6% |
| 3M | -2.9% | +9.7% | -12.5% | -7.2% |
| 6M | -16.4% | +16.7% | -33.1% | -22.5% |
| All | -16.4% | +13.6% | -30.0% | -22.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling