+345.8%
PSX vs PAAS
+178.0%
+167.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.9% | +0.1% | +2.8% |
| 7D | -8.0% | +8.8% | -16.8% | -8.6% |
| 30D | -9.0% | -8.5% | -0.6% | -8.6% |
| 3M | +24.7% | -17.0% | +41.8% | +26.0% |
| 6M | +49.3% | -27.9% | +77.2% | +52.1% |
| YTD | +100.2% | -17.5% | +117.7% | +99.9% |
| 1Y | +88.8% | +22.8% | +66.0% | +81.5% |
| 3Y | +152.5% | +224.2% | -71.7% | +117.2% |
| 5Y | +283.2% | +73.6% | +209.6% | +241.7% |
| 10Y | +345.8% | +186.4% | +159.5% | +289.6% |
| All | +345.8% | +178.0% | +167.8% | +289.6% |
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