+154.3%
PSX vs PAAS
+197.4%
-43.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.1% | +5.8% | +1.7% |
| 7D | +6.4% | -7.0% | +13.5% | +6.6% |
| 30D | -10.2% | -15.3% | +5.1% | -9.8% |
| 3M | +17.2% | -27.7% | +44.9% | +18.2% |
| 6M | +51.8% | -40.5% | +92.2% | +54.8% |
| YTD | +108.0% | -26.5% | +134.5% | +107.4% |
| 1Y | +96.1% | -0.8% | +96.9% | +89.8% |
| All | +154.3% | +197.4% | -43.1% | +113.1% |
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 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