+50.3%
TER vs PAAS
+5.1%
+45.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.4% | +9.7% | +8.9% |
| 7D | +5.9% | -5.2% | +11.1% | +8.7% |
| 30D | -30.8% | -13.9% | -16.8% | -25.8% |
| 3M | -29.9% | -23.8% | -6.2% | -21.1% |
| 6M | -27.5% | -36.4% | +9.0% | -12.7% |
| YTD | +37.5% | -23.4% | +60.8% | +51.7% |
| 1Y | +50.3% | +5.6% | +44.6% | +51.6% |
| All | +50.3% | +5.1% | +45.1% | +51.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling