+357.1%
PSX vs PAAS
+183.5%
+173.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.4% | +4.6% | +3.3% |
| 7D | -0.4% | -5.2% | +4.8% | 0.0% |
| 30D | -8.1% | -13.9% | +5.8% | -7.2% |
| 3M | +15.9% | -23.8% | +39.7% | +17.8% |
| 6M | +49.4% | -36.4% | +85.8% | +53.6% |
| YTD | +104.7% | -23.4% | +128.0% | +105.5% |
| 1Y | +89.1% | +5.6% | +83.5% | +84.0% |
| 3Y | +151.7% | +209.7% | -57.9% | +117.0% |
| 5Y | +298.3% | +55.6% | +242.7% | +257.7% |
| 10Y | +357.1% | +212.2% | +144.8% | +299.9% |
| All | +357.1% | +183.5% | +173.5% | +299.9% |
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