+260.9%
PM vs PAAS
+183.5%
+77.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.2% |
| 7D | -7.1% | -5.2% | -1.9% | -6.8% |
| 30D | -2.8% | -13.9% | +11.1% | -2.0% |
| 3M | +6.3% | -23.8% | +30.1% | +7.9% |
| 6M | +9.6% | -36.4% | +46.1% | +12.5% |
| YTD | +25.6% | -23.4% | +49.0% | +26.4% |
| 1Y | +29.7% | +5.6% | +24.0% | +27.1% |
| 3Y | +147.6% | +209.7% | -62.1% | +119.9% |
| 5Y | +160.1% | +55.6% | +104.5% | +139.1% |
| 10Y | +260.9% | +212.2% | +48.7% | +207.9% |
| All | +260.9% | +183.5% | +77.4% | +207.9% |
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