+46.9%
PBR vs PAAS
-2.8%
+49.6%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.3% |
| 7D | -1.0% | -8.9% | +7.9% | -1.3% |
| 30D | -29.3% | -11.4% | -17.9% | -29.4% |
| 3M | +5.5% | -20.4% | +26.0% | +5.2% |
| 6M | -2.9% | -40.7% | +37.8% | -2.7% |
| YTD | +61.5% | -26.9% | +88.4% | +61.9% |
| 1Y | +46.9% | -3.1% | +49.9% | +45.7% |
| All | +46.9% | -2.8% | +49.6% | +45.7% |
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