+35.8%
PFE vs PAAS
+206.7%
-170.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.1% | -1.2% |
| 7D | +1.8% | -2.9% | +4.6% | +1.9% |
| 30D | +10.2% | +6.8% | +3.4% | +9.9% |
| 3M | +12.7% | -2.9% | +15.6% | +12.6% |
| 6M | +10.5% | -16.4% | +27.0% | +10.9% |
| YTD | +20.2% | 0.0% | +20.1% | +19.6% |
| 1Y | +24.1% | +54.3% | -30.3% | +21.4% |
| 3Y | -3.6% | +230.7% | -234.2% | -9.1% |
| 5Y | -20.9% | +111.6% | -132.5% | -24.9% |
| All | +35.8% | +206.7% | -170.8% | +30.0% |
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