+252.0%
PAAS vs WTW
+60.9%
+191.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.6% | +7.3% | +3.9% |
| 7D | +2.6% | -7.1% | +9.7% | +3.0% |
| 30D | +2.5% | -8.5% | +11.0% | +2.9% |
| 3M | +15.1% | +20.6% | -5.5% | +14.8% |
| 6M | -12.1% | +7.2% | -19.3% | -11.2% |
| YTD | +3.1% | -3.9% | +6.9% | +5.7% |
| 1Y | +50.8% | -3.6% | +54.4% | +54.4% |
| All | +252.0% | +60.9% | +191.0% | +236.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling