+231.7%
PLD vs PAAS
+192.1%
+39.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.4% |
| 7D | -0.8% | +8.4% | -9.2% | -1.7% |
| 30D | -0.3% | -7.2% | +6.9% | +0.4% |
| 3M | -8.0% | -14.0% | +6.0% | -6.8% |
| 6M | -9.8% | -26.8% | +17.0% | -7.3% |
| YTD | +1.8% | -19.8% | +21.6% | +2.6% |
| 1Y | +5.6% | +22.8% | -17.2% | +0.9% |
| 3Y | +33.3% | +183.6% | -150.4% | +12.2% |
| 5Y | +0.3% | +73.8% | -73.5% | -12.8% |
| All | +231.7% | +192.1% | +39.5% | +168.0% |
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