+354.9%
PWR vs PAAS
+71.7%
+283.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.5% | +4.8% | +6.0% |
| 7D | -12.9% | +8.4% | -21.3% | -14.1% |
| 30D | -22.8% | -7.2% | -15.7% | -22.0% |
| 3M | -19.0% | -14.0% | -5.0% | -17.5% |
| 6M | -31.1% | -26.8% | -4.3% | -28.3% |
| YTD | +28.2% | -19.8% | +48.0% | +30.4% |
| 1Y | +22.2% | +22.8% | -0.6% | +16.1% |
| 3Y | +222.1% | +183.6% | +38.5% | +165.2% |
| All | +354.9% | +71.7% | +283.1% | +315.0% |
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 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