+1,006.2%
TER vs PAAS
+168.2%
+838.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.8% | +5.6% | +1.0% |
| 7D | -8.9% | +4.2% | -13.1% | -9.8% |
| 30D | -39.1% | -13.8% | -25.3% | -37.1% |
| 3M | -32.8% | -22.7% | -10.0% | -29.2% |
| 6M | -31.7% | -32.1% | +0.4% | -26.4% |
| YTD | +26.9% | -22.3% | +49.2% | +33.0% |
| 1Y | +33.6% | +7.7% | +25.9% | +32.0% |
| 3Y | +181.5% | +214.0% | -32.5% | +126.1% |
| 5Y | +76.1% | +63.2% | +12.9% | +52.1% |
| 10Y | +1,006.2% | +185.5% | +820.7% | +772.7% |
| All | +1,006.2% | +168.2% | +838.0% | +772.7% |
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