+1,269.9%
PAAS vs WSM
+13,752.6%
-12,482.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.5% | -2.6% |
| 7D | -2.9% | -3.3% | +0.4% | -2.5% |
| 30D | +6.8% | -8.4% | +15.2% | +7.8% |
| 3M | -2.9% | +9.7% | -12.5% | -3.9% |
| 6M | -16.4% | +16.7% | -33.1% | -17.9% |
| YTD | 0.0% | +28.7% | -28.7% | -2.8% |
| 1Y | +54.3% | +13.7% | +40.7% | +51.7% |
| 3Y | +230.7% | +230.1% | +0.6% | +186.1% |
| 5Y | +111.6% | +179.0% | -67.3% | +83.2% |
| 10Y | +211.7% | +1,002.5% | -790.8% | +128.0% |
| All | +1,269.9% | +13,752.6% | -12,482.7% | +739.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling