+703.5%
PH vs PAAS
+187.5%
+516.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.8% | +6.7% | +1.6% |
| 7D | +2.1% | +4.2% | -2.0% | +1.5% |
| 30D | +0.3% | -13.8% | +14.1% | +1.9% |
| 3M | -8.8% | -22.7% | +13.9% | -6.3% |
| 6M | +10.0% | -32.1% | +42.1% | +14.3% |
| YTD | +10.5% | -22.3% | +32.8% | +12.1% |
| 1Y | +15.5% | +7.7% | +7.9% | +12.5% |
| 3Y | +136.4% | +214.0% | -77.7% | +97.8% |
| 5Y | +213.6% | +63.2% | +150.4% | +176.6% |
| All | +703.5% | +187.5% | +516.0% | +556.3% |
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