+202.7%
PAAS vs WU
-41.4%
+244.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.3% |
| 7D | +2.0% | -0.8% | +2.8% | +2.1% |
| 30D | -0.1% | -1.1% | +1.0% | 0.0% |
| 3M | +8.2% | -1.8% | +10.1% | +7.7% |
| 6M | -13.8% | -23.9% | +10.1% | -10.4% |
| YTD | -0.6% | -20.4% | +19.8% | +2.2% |
| 1Y | +44.0% | -10.6% | +54.6% | +44.5% |
| 3Y | +246.6% | -27.7% | +274.3% | +257.2% |
| 5Y | +116.1% | -51.1% | +167.2% | +136.6% |
| 10Y | +202.7% | -40.7% | +243.5% | +271.6% |
| All | +202.7% | -41.4% | +244.1% | +271.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling