+58.1%
PPL vs PAAS
+178.1%
-120.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +0.9% |
| 7D | +1.0% | -0.4% | +1.5% | +1.0% |
| 30D | +6.8% | -11.6% | +18.5% | +7.4% |
| 3M | +3.9% | -15.6% | +19.4% | +4.5% |
| 6M | -2.0% | -19.1% | +17.1% | -1.4% |
| YTD | +5.3% | -20.9% | +26.2% | +5.5% |
| 1Y | +2.2% | +21.3% | -19.1% | -1.1% |
| All | +58.1% | +178.1% | -120.0% | +33.0% |
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