+416.5%
TPR vs PAAS
+182.2%
+234.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.2% |
| 7D | +14.2% | +8.4% | +5.8% | +12.8% |
| 30D | +17.1% | -7.2% | +24.3% | +18.2% |
| 3M | -17.7% | -14.0% | -3.7% | -16.0% |
| 6M | -10.2% | -26.8% | +16.6% | -6.7% |
| YTD | +4.9% | -19.8% | +24.7% | +6.5% |
| 1Y | +36.1% | +22.8% | +13.3% | +29.6% |
| 3Y | +416.5% | +183.6% | +232.8% | +317.6% |
| All | +416.5% | +182.2% | +234.3% | +317.6% |
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 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