+54.1%
T vs PAAS
+178.0%
-123.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | +0.7% |
| 7D | +1.7% | +8.8% | -7.2% | +1.3% |
| 30D | -1.7% | -8.5% | +6.7% | -1.4% |
| 3M | -7.3% | -17.0% | +9.7% | -6.8% |
| 6M | -11.2% | -27.9% | +16.7% | -10.2% |
| YTD | -8.1% | -17.5% | +9.4% | -8.1% |
| 1Y | -8.0% | +22.8% | -30.8% | -10.3% |
| 3Y | +62.1% | +224.2% | -162.1% | +46.8% |
| 5Y | +55.7% | +73.6% | -17.9% | +44.1% |
| 10Y | +54.1% | +186.4% | -132.2% | +38.3% |
| All | +54.1% | +178.0% | -123.9% | +38.3% |
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