+245.5%
PAAS vs WU
-19.6%
+265.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.1% |
| 7D | -2.9% | -0.8% | -2.1% | -2.6% |
| 30D | +6.8% | -1.1% | +7.9% | +6.9% |
| 3M | -2.9% | -3.9% | +1.0% | -3.0% |
| 6M | -16.4% | -20.7% | +4.2% | -11.9% |
| YTD | 0.0% | -18.4% | +18.4% | +4.2% |
| 1Y | +54.3% | -8.1% | +62.4% | +54.1% |
| 3Y | +230.7% | -24.2% | +254.8% | +242.4% |
| 5Y | +111.6% | -50.4% | +162.1% | +145.2% |
| 10Y | +211.7% | -40.0% | +251.8% | +220.1% |
| All | +245.5% | -19.6% | +265.1% | +159.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling