+9,718.1%
PH vs PAAS
+1,235.6%
+8,482.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | 0.0% |
| 7D | -3.1% | -2.9% | -0.2% | -2.8% |
| 30D | -3.2% | +6.8% | -10.0% | -4.0% |
| 3M | +10.6% | -2.9% | +13.5% | +10.5% |
| 6M | -2.1% | -16.4% | +14.3% | -1.1% |
| YTD | +10.2% | 0.0% | +10.2% | +9.1% |
| 1Y | +28.2% | +54.3% | -26.1% | +21.3% |
| 3Y | +134.9% | +230.7% | -95.8% | +103.3% |
| 5Y | +253.6% | +111.6% | +142.0% | +214.0% |
| 10Y | +804.7% | +211.7% | +593.0% | +640.7% |
| All | +9,718.1% | +1,235.6% | +8,482.5% | +7,888.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling