+177.0%
PAAS vs WU
-20.2%
+197.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.4% | +2.0% |
| 7D | +8.4% | +11.7% | -3.3% | +5.0% |
| 30D | -7.2% | +12.6% | -19.8% | -10.5% |
| 3M | -14.0% | -0.5% | -13.5% | -14.4% |
| 6M | -26.8% | -18.2% | -8.6% | -23.6% |
| YTD | -19.8% | -19.0% | -0.8% | -16.5% |
| 1Y | +22.8% | -16.7% | +39.5% | +26.6% |
| 3Y | +183.6% | -21.0% | +204.7% | +190.0% |
| 5Y | +73.8% | -41.7% | +115.5% | +90.8% |
| 10Y | +185.6% | -35.0% | +220.6% | +183.0% |
| All | +177.0% | -20.2% | +197.3% | +108.2% |
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 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