+32.8%
PM vs PAAS
-2.8%
+35.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.2% |
| 7D | +0.5% | -8.9% | +9.5% | +0.4% |
| 30D | -3.2% | -11.4% | +8.2% | -3.5% |
| 3M | +6.2% | -20.4% | +26.7% | +5.8% |
| 6M | +7.7% | -40.7% | +48.4% | +8.4% |
| YTD | +27.3% | -26.9% | +54.2% | +28.4% |
| 1Y | +32.8% | -3.1% | +35.8% | +31.8% |
| All | +32.8% | -2.8% | +35.6% | +31.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling