+49.6%
RSP vs PAAS
+62.0%
-12.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.8% | +5.8% | +0.6% |
| 7D | +0.7% | +4.2% | -3.4% | +0.3% |
| 30D | +3.7% | -13.8% | +17.5% | +5.2% |
| 3M | +0.7% | -22.7% | +23.4% | +3.1% |
| 6M | +9.0% | -32.1% | +41.1% | +12.9% |
| YTD | +16.7% | -22.3% | +39.0% | +18.0% |
| 1Y | +19.0% | +7.7% | +11.3% | +15.4% |
| 3Y | +64.7% | +214.0% | -149.3% | +33.7% |
| 5Y | +49.6% | +63.2% | -13.6% | +32.7% |
| All | +49.6% | +62.0% | -12.4% | +32.7% |
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