+1,179.9%
URI vs PAAS
+206.7%
+973.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +2.0% |
| 7D | -2.0% | -2.9% | +0.9% | -1.5% |
| 30D | -12.9% | +6.8% | -19.7% | -14.1% |
| 3M | -6.7% | -2.9% | -3.8% | -6.9% |
| 6M | +19.0% | -16.4% | +35.4% | +20.9% |
| YTD | +25.5% | 0.0% | +25.5% | +23.1% |
| 1Y | +5.5% | +54.3% | -48.8% | -4.1% |
| 3Y | +111.3% | +230.7% | -119.4% | +63.9% |
| 5Y | +198.6% | +111.6% | +86.9% | +141.6% |
| All | +1,179.9% | +206.7% | +973.2% | +866.5% |
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