+41.2%
USB vs PAAS
+113.1%
-71.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.9% |
| 3M | +15.2% | -2.9% | +18.1% | +15.2% |
| 6M | +18.8% | -16.4% | +35.3% | +19.7% |
| YTD | +21.0% | 0.0% | +21.0% | +20.0% |
| 1Y | +34.0% | +54.3% | -20.3% | +28.4% |
| 3Y | +95.3% | +230.7% | -135.4% | +72.2% |
| All | +41.2% | +113.1% | -71.9% | +26.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling