+250.9%
PM vs PAAS
+168.2%
+82.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.8% | +6.4% | +1.0% |
| 7D | -6.6% | +4.2% | -10.8% | -6.9% |
| 30D | -3.4% | -13.8% | +10.3% | -2.6% |
| 3M | +5.3% | -22.7% | +28.1% | +6.8% |
| 6M | +15.5% | -32.1% | +47.6% | +18.0% |
| YTD | +24.3% | -22.3% | +46.5% | +24.9% |
| 1Y | +29.7% | +7.7% | +22.0% | +26.9% |
| 3Y | +144.9% | +214.0% | -69.1% | +117.2% |
| 5Y | +159.0% | +63.2% | +95.8% | +137.3% |
| 10Y | +250.9% | +185.5% | +65.4% | +198.7% |
| All | +250.9% | +168.2% | +82.7% | +198.7% |
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 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