+964.4%
PAAS vs WY
+246.2%
+718.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.4% | -3.5% | -5.2% |
| 7D | +4.2% | +0.2% | +4.0% | +4.2% |
| 30D | -13.8% | +8.0% | -21.8% | -15.7% |
| 3M | -22.7% | -17.7% | -5.0% | -18.8% |
| 6M | -32.1% | -10.8% | -21.3% | -30.4% |
| YTD | -22.3% | -10.6% | -11.7% | -20.4% |
| 1Y | +7.7% | -5.7% | +13.4% | +8.6% |
| 3Y | +214.0% | -24.8% | +238.8% | +233.6% |
| 5Y | +63.2% | -31.7% | +94.9% | +76.9% |
| 10Y | +185.5% | +2.9% | +182.6% | +163.0% |
| All | +964.4% | +246.2% | +718.1% | +709.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling