+151.8%
TER vs PAAS
+182.2%
-30.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +2.1% |
| 7D | -20.5% | +8.4% | -28.9% | -22.7% |
| 30D | -47.0% | -7.2% | -39.8% | -45.8% |
| 3M | -43.3% | -14.0% | -29.3% | -40.9% |
| 6M | -42.9% | -26.8% | -16.1% | -37.8% |
| YTD | +12.9% | -19.8% | +32.7% | +19.6% |
| 1Y | +18.2% | +22.8% | -4.7% | +13.4% |
| 3Y | +151.8% | +183.6% | -31.9% | +91.1% |
| All | +151.8% | +182.2% | -30.4% | +91.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling