+185.5%
PAAS vs WWD
+460.9%
-275.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.4% | -6.2% | -5.9% |
| 7D | +4.2% | +0.4% | +3.7% | +4.0% |
| 30D | -13.8% | -0.4% | -13.4% | -13.8% |
| 3M | -22.7% | -6.1% | -16.6% | -21.6% |
| 6M | -32.1% | -9.5% | -22.6% | -30.6% |
| YTD | -22.3% | +10.8% | -33.1% | -24.7% |
| 1Y | +7.7% | +23.5% | -15.9% | +1.1% |
| 3Y | +214.0% | +151.3% | +62.8% | +141.3% |
| 5Y | +63.2% | +187.8% | -124.6% | +18.8% |
| 10Y | +185.5% | +461.1% | -275.6% | +42.2% |
| All | +185.5% | +460.9% | -275.4% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling