+1,705.3%
PPL vs PAAS
+955.7%
+749.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +7.5% |
| 3M | +3.9% | -15.6% | +19.4% | +4.7% |
| 6M | -2.0% | -19.1% | +17.1% | -1.3% |
| YTD | +5.3% | -20.9% | +26.2% | +5.8% |
| 1Y | +2.2% | +21.3% | -19.1% | -0.2% |
| 3Y | +56.7% | +177.4% | -120.7% | +43.4% |
| 5Y | +49.1% | +71.3% | -22.3% | +38.9% |
| 10Y | +63.6% | +181.5% | -117.8% | +43.7% |
| All | +1,705.3% | +955.7% | +749.6% | +1,370.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling