+345.0%
PSX vs PAAS
+113.1%
+231.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.4% |
| 7D | +4.5% | -2.9% | +7.4% | +4.8% |
| 30D | +26.6% | +6.8% | +19.8% | +25.6% |
| 3M | +39.3% | -2.9% | +42.2% | +39.1% |
| 6M | +56.8% | -16.4% | +73.2% | +58.5% |
| YTD | +101.8% | 0.0% | +101.8% | +97.9% |
| 1Y | +99.6% | +54.3% | +45.3% | +83.2% |
| 3Y | +140.3% | +230.7% | -90.3% | +88.7% |
| All | +345.0% | +113.1% | +231.9% | +278.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling