+61.4%
T vs PAAS
+183.5%
-122.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.8% | +1.5% |
| 7D | +2.0% | -5.2% | +7.2% | +2.2% |
| 30D | -1.0% | -13.9% | +12.9% | -0.5% |
| 3M | -8.1% | -23.8% | +15.7% | -7.2% |
| 6M | -8.3% | -36.4% | +28.1% | -6.7% |
| YTD | -6.1% | -23.4% | +17.2% | -5.9% |
| 1Y | -7.4% | +5.6% | -13.0% | -9.0% |
| 3Y | +65.4% | +209.7% | -144.2% | +50.0% |
| 5Y | +57.6% | +55.6% | +2.1% | +46.6% |
| 10Y | +61.4% | +212.2% | -150.9% | +44.6% |
| All | +61.4% | +183.5% | -122.1% | +44.6% |
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