+1,210.8%
URI vs PAAS
+183.5%
+1,027.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.5% | +4.4% |
| 7D | +2.4% | -5.2% | +7.6% | +3.3% |
| 30D | +8.9% | -13.9% | +22.8% | +11.2% |
| 3M | +0.8% | -23.8% | +24.6% | +4.6% |
| 6M | +23.1% | -36.4% | +59.5% | +30.7% |
| YTD | +43.1% | -23.4% | +66.4% | +45.8% |
| 1Y | +35.7% | +5.6% | +30.1% | +31.0% |
| 3Y | +158.2% | +209.7% | -51.5% | +102.3% |
| 5Y | +212.6% | +55.6% | +157.0% | +165.2% |
| 10Y | +1,210.8% | +212.2% | +998.5% | +902.7% |
| All | +1,210.8% | +183.5% | +1,027.2% | +902.7% |
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