+72.2%
V vs PAAS
+113.1%
-40.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.4% |
| 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% | +6.6% |
| 1Y | +7.7% | +54.3% | -46.6% | +2.7% |
| 3Y | +54.7% | +230.7% | -176.0% | +34.3% |
| All | +72.2% | +113.1% | -40.9% | +51.7% |
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 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