-18.8%
PATH vs PAAS
+184.3%
-203.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.4% | -5.5% | +1.8% |
| 7D | -4.8% | -1.1% | -3.7% | -4.7% |
| 30D | +2.7% | -8.5% | +11.1% | +3.7% |
| 3M | -4.2% | -7.3% | +3.1% | -3.7% |
| 6M | +24.7% | -18.3% | +43.0% | +26.3% |
| YTD | -17.6% | -19.2% | +1.6% | -17.3% |
| 1Y | -5.3% | +26.1% | -31.5% | -12.1% |
| All | -18.8% | +184.3% | -203.1% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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