+12.6%
PG vs PAAS
+122.5%
-109.9%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.7% | -2.1% |
| 7D | -3.4% | +2.6% | -6.0% | -3.5% |
| 30D | -2.6% | +2.5% | -5.1% | -2.7% |
| 3M | -3.3% | +15.1% | -18.4% | -3.9% |
| 6M | -6.7% | -12.1% | +5.3% | -6.5% |
| YTD | +1.7% | +3.1% | -1.3% | +1.3% |
| 1Y | -7.9% | +50.8% | -58.8% | -9.7% |
| 3Y | +0.9% | +259.5% | -258.6% | -7.1% |
| 5Y | +12.6% | +126.3% | -113.7% | +4.5% |
| All | +12.6% | +122.5% | -109.9% | +4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling