+48.1%
PAAS vs WU
-43.8%
+91.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -1.9% | -0.8% |
| 7D | -8.9% | -2.0% | -6.9% | -8.6% |
| 30D | -11.4% | +11.4% | -22.8% | -13.0% |
| 3M | -20.4% | -6.8% | -13.6% | -19.7% |
| 6M | -40.7% | -14.6% | -26.1% | -39.7% |
| YTD | -26.9% | -20.6% | -6.3% | -25.1% |
| 1Y | -3.1% | -15.4% | +12.3% | -1.8% |
| 3Y | +199.3% | -23.6% | +222.9% | +203.6% |
| All | +48.1% | -43.8% | +91.9% | +60.8% |
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