+31.1%
UL vs PAAS
+71.7%
-40.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -2.6% |
| 7D | +1.1% | +8.4% | -7.3% | +0.6% |
| 30D | +8.2% | -7.2% | +15.4% | +8.6% |
| 3M | +4.5% | -14.0% | +18.6% | +5.2% |
| 6M | +12.6% | -26.8% | +39.3% | +14.3% |
| YTD | +3.5% | -19.8% | +23.3% | +4.0% |
| 1Y | -0.4% | +22.8% | -23.3% | -3.3% |
| 3Y | +36.0% | +183.6% | -147.6% | +19.2% |
| All | +31.1% | +71.7% | -40.7% | +14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling