+74.8%
PBR vs PAAS
+42.5%
+32.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.3% | +6.4% | +2.1% |
| 7D | +4.2% | -3.7% | +7.9% | +4.2% |
| 30D | +22.7% | -1.9% | +24.6% | +22.6% |
| 3M | +21.5% | +15.1% | +6.4% | +21.2% |
| 6M | +24.0% | -17.1% | +41.1% | +25.1% |
| YTD | +88.2% | -1.3% | +89.6% | +88.4% |
| 1Y | +74.8% | +41.1% | +33.7% | +72.3% |
| All | +74.8% | +42.5% | +32.3% | +72.3% |
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