+183.6%
PAAS vs WU
-21.7%
+205.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.4% | +1.7% |
| 7D | +8.4% | +11.7% | -3.3% | +7.0% |
| 30D | -7.2% | +12.6% | -19.8% | -8.5% |
| 3M | -14.0% | -0.5% | -13.5% | -14.2% |
| 6M | -26.8% | -18.2% | -8.6% | -25.7% |
| YTD | -19.8% | -19.0% | -0.8% | -18.8% |
| 1Y | +22.8% | -16.7% | +39.5% | +23.8% |
| 3Y | +183.6% | -21.0% | +204.7% | +174.2% |
| All | +183.6% | -21.7% | +205.3% | +174.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling