+3,316.1%
USB vs PAAS
+979.4%
+2,336.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.4% | -6.5% | +1.6% |
| 7D | +2.4% | -1.1% | +3.5% | +2.4% |
| 30D | +6.6% | -8.5% | +15.0% | +6.8% |
| 3M | -4.1% | -7.3% | +3.2% | -4.0% |
| 6M | +12.5% | -18.3% | +30.7% | +12.9% |
| YTD | +17.6% | -19.2% | +36.8% | +18.0% |
| 1Y | +36.5% | +26.1% | +10.4% | +34.9% |
| 3Y | +95.4% | +183.6% | -88.2% | +87.1% |
| 5Y | +26.1% | +81.2% | -55.0% | +21.5% |
| 10Y | +101.3% | +187.8% | -86.5% | +88.5% |
| All | +3,316.1% | +979.4% | +2,336.8% | +3,176.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling