+116.1%
PAAS vs WY
-21.5%
+137.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.8% | -0.1% |
| 7D | +2.0% | -2.1% | +4.1% | +2.8% |
| 30D | -0.1% | -10.5% | +10.4% | +4.4% |
| 3M | +8.2% | -4.9% | +13.1% | +9.8% |
| 6M | -13.8% | -4.9% | -8.9% | -12.5% |
| YTD | -0.6% | -1.7% | +1.0% | -1.0% |
| 1Y | +44.0% | -9.4% | +53.4% | +48.1% |
| 3Y | +246.6% | -22.3% | +268.9% | +276.5% |
| 5Y | +116.1% | -20.5% | +136.6% | +147.3% |
| All | +116.1% | -21.5% | +137.6% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 5y: compounded portfolio wealth divided by compounded WY 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…
5y analysis · Full analysis span regression · 6 months rolling