+34.0%
USB vs PAAS
+54.7%
-20.7%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.1% |
| 7D | +1.4% | -2.9% | +4.3% | +1.6% |
| 30D | -1.3% | +6.8% | -8.1% | -1.7% |
| 3M | +15.2% | -2.9% | +18.1% | +15.3% |
| 6M | +18.8% | -16.4% | +35.3% | +19.6% |
| YTD | +21.0% | 0.0% | +21.0% | +20.3% |
| 1Y | +34.0% | +54.3% | -20.3% | +32.4% |
| All | +34.0% | +54.7% | -20.7% | +32.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling