+695.9%
PH vs PAAS
+205.7%
+490.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | +4.3% | -8.9% | +13.3% | +5.5% |
| 30D | +0.1% | -11.4% | +11.6% | +1.5% |
| 3M | -9.4% | -20.4% | +11.1% | -7.2% |
| 6M | +8.8% | -40.7% | +49.4% | +14.8% |
| YTD | +9.6% | -26.9% | +36.6% | +12.1% |
| 1Y | +14.4% | -3.1% | +17.5% | +12.8% |
| 3Y | +134.5% | +199.3% | -64.7% | +97.4% |
| 5Y | +204.4% | +48.3% | +156.1% | +171.5% |
| All | +695.9% | +205.7% | +490.2% | +554.9% |
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 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