+9,261.1%
PH vs PAAS
+971.0%
+8,290.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.5% | +1.4% | +2.7% |
| 7D | +2.0% | +8.4% | -6.4% | +1.2% |
| 30D | -3.7% | -7.2% | +3.5% | -3.1% |
| 3M | -14.0% | -14.0% | 0.0% | -13.1% |
| 6M | +2.1% | -26.8% | +28.9% | +4.5% |
| YTD | +5.1% | -19.8% | +24.8% | +6.1% |
| 1Y | +10.9% | +22.8% | -11.9% | +7.3% |
| 3Y | +132.9% | +183.6% | -50.7% | +104.6% |
| 5Y | +200.1% | +73.8% | +126.3% | +171.3% |
| 10Y | +783.8% | +185.6% | +598.2% | +630.6% |
| All | +9,261.1% | +971.0% | +8,290.1% | +7,666.7% |
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