+2.0%
RDW vs PAAS
+73.5%
-71.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.1% |
| 7D | +0.9% | -1.9% | +2.8% | +1.3% |
| 30D | -21.3% | -3.6% | -17.7% | -20.9% |
| 3M | -37.9% | +8.6% | -46.4% | -40.0% |
| 6M | +12.3% | -16.7% | +28.9% | +17.4% |
| YTD | +39.7% | -1.9% | +41.7% | +40.4% |
| 1Y | +25.7% | +38.0% | -12.3% | +15.7% |
| 3Y | +230.8% | +234.9% | -4.1% | +140.3% |
| 5Y | -8.8% | +119.5% | -128.2% | -31.3% |
| All | +2.0% | +73.5% | -71.5% | -22.6% |
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