+676.1%
PBR vs PAAS
+218.1%
+457.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | -0.2% |
| 7D | +0.3% | +2.6% | -2.3% | -0.2% |
| 30D | +17.5% | +2.5% | +15.1% | +16.7% |
| 3M | +20.9% | +15.1% | +5.8% | +16.8% |
| 6M | +20.2% | -12.1% | +32.3% | +20.9% |
| YTD | +84.3% | +3.1% | +81.2% | +77.9% |
| 1Y | +77.1% | +50.8% | +26.3% | +56.3% |
| 3Y | +100.8% | +259.5% | -158.7% | +40.0% |
| 5Y | +556.1% | +126.3% | +429.8% | +392.1% |
| 10Y | +676.1% | +239.7% | +436.3% | +372.1% |
| All | +676.1% | +218.1% | +457.9% | +372.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling