+186.4%
PAAS vs WWD
+494.7%
-308.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.9% | -2.0% | +1.5% |
| 7D | +8.8% | +4.2% | +4.7% | +7.4% |
| 30D | -8.5% | -0.8% | -7.7% | -8.4% |
| 3M | -17.0% | -8.2% | -8.8% | -15.2% |
| 6M | -27.9% | -9.8% | -18.0% | -26.2% |
| YTD | -17.5% | +10.4% | -27.9% | -19.9% |
| 1Y | +22.8% | +25.5% | -2.6% | +14.9% |
| 3Y | +224.2% | +155.8% | +68.4% | +148.1% |
| 5Y | +73.6% | +187.3% | -113.7% | +26.6% |
| 10Y | +186.4% | +462.7% | -276.3% | +42.9% |
| All | +186.4% | +494.7% | -308.3% | +42.9% |
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