+3,647.2%
SHOP vs PAAS
+178.0%
+3,469.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.9% | -0.8% | +1.5% |
| 7D | -2.7% | +8.8% | -11.5% | -4.4% |
| 30D | -11.0% | -8.5% | -2.5% | -9.2% |
| 3M | +0.3% | -17.0% | +17.3% | +3.9% |
| 6M | +37.7% | -27.9% | +65.6% | +46.2% |
| YTD | -5.5% | -17.5% | +11.9% | -3.7% |
| 1Y | -0.2% | +22.8% | -23.1% | -7.2% |
| 3Y | +151.9% | +224.2% | -72.3% | +79.5% |
| 5Y | -2.2% | +73.6% | -75.8% | -22.4% |
| 10Y | +3,647.2% | +186.4% | +3,460.8% | +2,524.7% |
| All | +3,647.2% | +178.0% | +3,469.2% | +2,524.7% |
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 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