+143.9%
PM vs PAAS
+182.2%
-38.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.3% | -1.9% |
| 7D | -5.2% | +8.4% | -13.6% | -5.5% |
| 30D | +2.7% | -7.2% | +9.9% | +2.9% |
| 3M | +5.2% | -14.0% | +19.2% | +5.6% |
| 6M | +17.0% | -26.8% | +43.8% | +18.5% |
| YTD | +25.5% | -19.8% | +45.3% | +25.7% |
| 1Y | +35.5% | +22.8% | +12.7% | +31.0% |
| 3Y | +143.9% | +183.6% | -39.7% | +114.3% |
| All | +143.9% | +182.2% | -38.2% | +114.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling