+213.4%
RSP vs PAAS
+192.1%
+21.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.8% | -0.5% |
| 7D | -1.0% | +8.4% | -9.4% | -1.8% |
| 30D | +2.6% | -7.2% | +9.8% | +3.2% |
| 3M | -0.8% | -14.0% | +13.2% | +0.3% |
| 6M | +6.3% | -26.8% | +33.0% | +8.7% |
| YTD | +14.1% | -19.8% | +33.9% | +15.0% |
| 1Y | +18.0% | +22.8% | -4.8% | +13.9% |
| 3Y | +61.0% | +183.6% | -122.6% | +40.3% |
| 5Y | +45.6% | +73.8% | -28.2% | +30.2% |
| All | +213.4% | +192.1% | +21.3% | +166.1% |
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 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