+3,663.5%
SHOP vs PAAS
+183.5%
+3,480.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +2.1% |
| 7D | -2.5% | -5.2% | +2.7% | -1.3% |
| 30D | -16.7% | -13.9% | -2.8% | -13.9% |
| 3M | -2.2% | -23.8% | +21.6% | +3.3% |
| 6M | +45.6% | -36.4% | +82.0% | +59.1% |
| YTD | -7.3% | -23.4% | +16.1% | -3.9% |
| 1Y | -6.1% | +5.6% | -11.7% | -9.7% |
| 3Y | +143.3% | +209.7% | -66.4% | +75.1% |
| 5Y | +0.2% | +55.6% | -55.4% | -18.8% |
| 10Y | +3,663.5% | +212.2% | +3,451.3% | +2,541.6% |
| All | +3,663.5% | +183.5% | +3,480.0% | +2,541.6% |
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