+99.9%
PBR vs PAAS
+247.3%
-147.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.6% |
| 7D | +2.5% | +2.0% | +0.5% | +2.3% |
| 30D | +19.4% | -0.1% | +19.5% | +19.2% |
| 3M | +20.8% | +8.2% | +12.6% | +19.3% |
| 6M | +23.5% | -13.8% | +37.3% | +24.5% |
| YTD | +83.4% | -0.6% | +84.0% | +80.3% |
| 1Y | +77.6% | +44.0% | +33.6% | +63.9% |
| 3Y | +99.9% | +246.6% | -146.7% | +48.2% |
| All | +99.9% | +247.3% | -147.4% | +48.2% |
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