+211.0%
RSP vs PAAS
+205.7%
+5.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | +2.4% | -8.9% | +11.3% | +3.2% |
| 30D | +4.3% | -11.4% | +15.7% | +5.3% |
| 3M | -0.3% | -20.4% | +20.1% | +1.5% |
| 6M | +9.8% | -40.7% | +50.5% | +14.6% |
| YTD | +16.8% | -26.9% | +43.8% | +18.7% |
| 1Y | +19.5% | -3.1% | +22.6% | +18.0% |
| 3Y | +65.1% | +199.3% | -134.1% | +43.0% |
| 5Y | +48.7% | +48.3% | +0.4% | +34.7% |
| All | +211.0% | +205.7% | +5.3% | +165.1% |
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