+1,671.4%
TER vs PAAS
+200.1%
+1,471.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.4% | +7.9% | +6.0% |
| 7D | +0.6% | -2.9% | +3.5% | +1.2% |
| 30D | -8.3% | +6.8% | -15.1% | -9.8% |
| 3M | -12.2% | -2.9% | -9.3% | -12.0% |
| 6M | +17.1% | -16.4% | +33.5% | +20.6% |
| YTD | +84.7% | 0.0% | +84.6% | +83.5% |
| 1Y | +199.9% | +54.3% | +145.6% | +175.2% |
| 3Y | +232.8% | +230.7% | +2.1% | +161.1% |
| 5Y | +198.6% | +111.6% | +86.9% | +144.3% |
| All | +1,671.4% | +200.1% | +1,471.3% | +1,273.0% |
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