+28.4%
PFE vs PAAS
+11.3%
+17.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.8% | +6.3% | +0.7% |
| 7D | -0.7% | +4.2% | -4.9% | -0.9% |
| 30D | +5.3% | -13.8% | +19.1% | +5.8% |
| 3M | +10.1% | -22.7% | +32.8% | +10.9% |
| 6M | +18.0% | -32.1% | +50.1% | +19.1% |
| YTD | +25.8% | -22.3% | +48.1% | +26.7% |
| 1Y | +28.4% | +7.7% | +20.8% | +29.0% |
| All | +28.4% | +11.3% | +17.1% | +29.0% |
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 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