+41.1%
PAAS vs WTW
-2.8%
+43.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.8% | -4.2% |
| 7D | -3.7% | -7.8% | +4.1% | -4.5% |
| 30D | -1.9% | -7.9% | +6.0% | -2.8% |
| 3M | +15.1% | +19.9% | -4.9% | +19.8% |
| 6M | -17.1% | +9.8% | -26.9% | -13.4% |
| YTD | -1.3% | -3.3% | +2.0% | +3.8% |
| 1Y | +41.1% | -3.3% | +44.4% | +45.9% |
| All | +41.1% | -2.8% | +43.9% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling