+214.0%
PAAS vs Z
-20.5%
+234.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -5.5% | -0.3% | -4.9% |
| 7D | +4.2% | -6.5% | +10.6% | +5.3% |
| 30D | -13.8% | -0.1% | -13.7% | -14.0% |
| 3M | -22.7% | -14.1% | -8.6% | -21.3% |
| 6M | -32.1% | -30.1% | -2.0% | -28.7% |
| YTD | -22.3% | -57.5% | +35.2% | -11.6% |
| 1Y | +7.7% | -60.3% | +68.0% | +23.8% |
| 3Y | +214.0% | -21.0% | +235.1% | +178.6% |
| All | +214.0% | -20.5% | +234.5% | +178.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 3y: compounded portfolio wealth divided by compounded Z 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…
3y analysis · Full analysis span regression · 6 months rolling