+91.7%
USB vs PAAS
+192.1%
-100.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.6% |
| 7D | 0.0% | +8.4% | -8.4% | -0.3% |
| 30D | +5.8% | -7.2% | +13.0% | +6.1% |
| 3M | -6.0% | -14.0% | +8.1% | -5.6% |
| 6M | +7.8% | -26.8% | +34.5% | +8.7% |
| YTD | +14.6% | -19.8% | +34.4% | +15.0% |
| 1Y | +31.8% | +22.8% | +8.9% | +30.3% |
| 3Y | +91.5% | +183.6% | -92.1% | +83.3% |
| 5Y | +22.0% | +73.8% | -51.8% | +16.8% |
| All | +91.7% | +192.1% | -100.4% | +91.7% |
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