+72.9%
PBR vs PAAS
+24.3%
+48.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +8.4% | -15.3% | -6.7% |
| 7D | -11.0% | -1.1% | -9.9% | -10.8% |
| 30D | -18.8% | -8.5% | -10.3% | -18.6% |
| 3M | +7.8% | -7.3% | +15.1% | +7.8% |
| 6M | -7.6% | -18.3% | +10.7% | -7.4% |
| YTD | +72.7% | -19.2% | +91.8% | +73.2% |
| 1Y | +72.9% | +26.1% | +46.8% | +68.7% |
| All | +72.9% | +24.3% | +48.7% | +68.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling