+9,823.2%
PH vs PAAS
+923.4%
+8,899.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +0.9% |
| 7D | +6.9% | -5.2% | +12.1% | +7.4% |
| 30D | +1.7% | -13.9% | +15.6% | +3.0% |
| 3M | -8.1% | -23.8% | +15.6% | -6.0% |
| 6M | +11.5% | -36.4% | +47.9% | +15.7% |
| YTD | +11.4% | -23.4% | +34.7% | +12.9% |
| 1Y | +14.1% | +5.6% | +8.5% | +12.0% |
| 3Y | +138.2% | +209.7% | -71.4% | +107.7% |
| 5Y | +216.0% | +55.6% | +160.4% | +188.6% |
| 10Y | +710.0% | +212.2% | +497.7% | +565.2% |
| All | +9,823.2% | +923.4% | +8,899.8% | +8,167.1% |
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