+168.3%
PG vs PAAS
+205.7%
-37.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.6% | +1.1% |
| 7D | +2.7% | -8.9% | +11.6% | +3.0% |
| 30D | +9.2% | -11.4% | +20.6% | +9.6% |
| 3M | +18.5% | -20.4% | +38.9% | +19.3% |
| 6M | +21.1% | -40.7% | +61.8% | +23.2% |
| YTD | +21.9% | -26.9% | +48.9% | +22.7% |
| 1Y | +18.1% | -3.1% | +21.2% | +17.4% |
| 3Y | +20.6% | +199.3% | -178.7% | +12.1% |
| 5Y | +31.8% | +48.3% | -16.5% | +25.5% |
| All | +168.3% | +205.7% | -37.3% | +145.5% |
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