+185.0%
PAAS vs WU
-20.5%
+205.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +3.0% |
| 7D | +8.8% | +9.1% | -0.2% | +6.1% |
| 30D | -8.5% | +12.1% | -20.5% | -11.6% |
| 3M | -17.0% | +0.3% | -17.3% | -17.5% |
| 6M | -27.9% | -19.1% | -8.7% | -24.5% |
| YTD | -17.5% | -19.2% | +1.8% | -14.1% |
| 1Y | +22.8% | -15.3% | +38.1% | +25.9% |
| 3Y | +224.2% | -21.3% | +245.5% | +231.9% |
| 5Y | +73.6% | -41.7% | +115.3% | +90.5% |
| 10Y | +186.4% | -36.0% | +222.3% | +185.6% |
| All | +185.0% | -20.5% | +205.5% | +114.4% |
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