-50.3%
TEAM vs PAAS
+113.1%
-163.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.2% | -2.1% |
| 7D | -0.4% | -2.9% | +2.5% | +0.2% |
| 30D | +67.3% | +6.8% | +60.5% | +65.1% |
| 3M | +86.8% | -2.9% | +89.7% | +86.8% |
| 6M | +146.8% | -16.4% | +163.2% | +151.6% |
| YTD | +16.9% | 0.0% | +16.9% | +12.8% |
| 1Y | +12.8% | +54.3% | -41.5% | -4.0% |
| 3Y | -7.3% | +230.7% | -237.9% | -41.9% |
| All | -50.3% | +113.1% | -163.4% | -66.5% |
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