+387.7%
V vs PAAS
+206.7%
+181.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.8% |
| 7D | -1.7% | -2.9% | +1.2% | -1.5% |
| 30D | +2.0% | +6.8% | -4.8% | +1.3% |
| 3M | +17.4% | -2.9% | +20.2% | +17.3% |
| 6M | +17.5% | -16.4% | +33.9% | +18.4% |
| YTD | +7.6% | 0.0% | +7.6% | +6.5% |
| 1Y | +7.7% | +54.3% | -46.6% | +2.4% |
| 3Y | +54.7% | +230.7% | -176.0% | +34.7% |
| 5Y | +73.0% | +111.6% | -38.6% | +54.4% |
| All | +387.7% | +206.7% | +181.0% | +324.3% |
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