+64.4%
PPL vs PAAS
+178.0%
-113.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.9% | -3.2% | -0.5% |
| 7D | -1.2% | +8.8% | -10.1% | -2.0% |
| 30D | +4.2% | -8.5% | +12.7% | +4.9% |
| 3M | +1.5% | -17.0% | +18.5% | +2.8% |
| 6M | +1.0% | -27.9% | +28.9% | +3.3% |
| YTD | +4.4% | -17.5% | +21.9% | +4.6% |
| 1Y | +0.8% | +22.8% | -22.1% | -3.1% |
| 3Y | +56.5% | +224.2% | -167.7% | +33.1% |
| 5Y | +47.7% | +73.6% | -26.0% | +31.1% |
| 10Y | +64.4% | +186.4% | -121.9% | +30.4% |
| All | +64.4% | +178.0% | -113.6% | +30.4% |
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