+1,112.1%
PSX vs PAAS
+231.2%
+880.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +25.7% |
| 3M | +39.3% | -2.9% | +42.2% | +39.0% |
| 6M | +56.8% | -16.4% | +73.2% | +57.9% |
| YTD | +101.8% | 0.0% | +101.8% | +99.0% |
| 1Y | +99.6% | +54.3% | +45.3% | +88.0% |
| 3Y | +140.3% | +230.7% | -90.3% | +106.3% |
| 5Y | +339.3% | +111.6% | +227.7% | +286.7% |
| 10Y | +369.9% | +211.7% | +158.1% | +286.2% |
| All | +1,112.1% | +231.2% | +880.9% | +929.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling