+99.3%
UL vs PAAS
+178.0%
-78.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -2.0% | +0.7% |
| 7D | +0.3% | +8.8% | -8.6% | -0.4% |
| 30D | +7.0% | -8.5% | +15.4% | +7.6% |
| 3M | +5.8% | -17.0% | +22.8% | +6.9% |
| 6M | +16.1% | -27.9% | +44.0% | +18.3% |
| YTD | +4.5% | -17.5% | +22.0% | +4.8% |
| 1Y | -1.3% | +22.8% | -24.1% | -4.2% |
| 3Y | +35.0% | +224.2% | -189.3% | +18.3% |
| 5Y | +31.9% | +73.6% | -41.7% | +19.8% |
| 10Y | +99.3% | +186.4% | -87.1% | +65.3% |
| All | +99.3% | +178.0% | -78.7% | +65.3% |
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