+70.8%
PAAS vs WU
-42.0%
+112.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.4% | +1.8% |
| 7D | +8.4% | +11.7% | -3.3% | +6.5% |
| 30D | -7.2% | +12.6% | -19.8% | -9.0% |
| 3M | -14.0% | -0.5% | -13.5% | -14.2% |
| 6M | -26.8% | -18.2% | -8.6% | -25.0% |
| YTD | -19.8% | -19.0% | -0.8% | -18.0% |
| 1Y | +22.8% | -16.7% | +39.5% | +24.8% |
| 3Y | +183.6% | -21.0% | +204.7% | +186.0% |
| All | +70.8% | -42.0% | +112.8% | +83.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling