+1,340.7%
URI vs PAAS
+192.1%
+1,148.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.3% | +0.9% |
| 7D | -9.8% | +8.4% | -18.2% | -11.0% |
| 30D | +1.7% | -7.2% | +8.9% | +2.7% |
| 3M | -9.1% | -14.0% | +5.0% | -7.4% |
| 6M | +9.9% | -26.8% | +36.6% | +14.0% |
| YTD | +31.2% | -19.8% | +51.0% | +32.8% |
| 1Y | +25.9% | +22.8% | +3.1% | +18.7% |
| 3Y | +147.4% | +183.6% | -36.3% | +96.5% |
| 5Y | +179.7% | +73.8% | +105.9% | +133.3% |
| All | +1,340.7% | +192.1% | +1,148.6% | +985.9% |
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 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