+346.6%
PSX vs PAAS
+192.1%
+154.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.6% |
| 7D | -13.1% | +8.4% | -21.5% | -13.7% |
| 30D | -9.5% | -7.2% | -2.4% | -9.2% |
| 3M | +20.2% | -14.0% | +34.2% | +21.1% |
| 6M | +44.9% | -26.8% | +71.7% | +47.3% |
| YTD | +94.4% | -19.8% | +114.2% | +94.6% |
| 1Y | +83.1% | +22.8% | +60.2% | +75.8% |
| 3Y | +132.2% | +183.6% | -51.5% | +101.9% |
| 5Y | +278.8% | +73.8% | +205.0% | +237.8% |
| All | +346.6% | +192.1% | +154.5% | +290.0% |
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 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