+26.0%
V vs PAAS
+6.6%
+19.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.8% | +6.2% | +0.5% |
| 7D | +0.8% | +4.2% | -3.4% | +0.7% |
| 30D | +9.9% | -13.8% | +23.7% | +10.0% |
| 3M | +17.5% | -22.7% | +40.2% | +17.6% |
| 6M | +33.5% | -32.1% | +65.6% | +34.2% |
| YTD | +21.6% | -22.3% | +43.8% | +21.0% |
| All | +26.0% | +6.6% | +19.4% | +22.8% |
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