+14.3%
PFE vs PAAS
+182.2%
-167.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.7% |
| 7D | -3.7% | +8.4% | -12.1% | -3.9% |
| 30D | +5.0% | -7.2% | +12.1% | +5.1% |
| 3M | +12.2% | -14.0% | +26.2% | +12.5% |
| 6M | +14.6% | -26.8% | +41.3% | +15.3% |
| YTD | +24.1% | -19.8% | +43.9% | +24.4% |
| 1Y | +26.6% | +22.8% | +3.7% | +25.3% |
| 3Y | +14.3% | +183.6% | -169.3% | +9.9% |
| All | +14.3% | +182.2% | -167.8% | +9.9% |
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