+14.3%
PAAS vs WU
-15.7%
+30.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +2.9% |
| 7D | +8.8% | +9.1% | -0.2% | +7.8% |
| 30D | -8.5% | +12.1% | -20.5% | -9.6% |
| 3M | -17.0% | +0.3% | -17.3% | -17.4% |
| 6M | -27.9% | -19.1% | -8.7% | -27.6% |
| YTD | -17.5% | -19.2% | +1.8% | -17.9% |
| All | +14.3% | -15.7% | +30.1% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling