+2,926.4%
V vs PAAS
+74.5%
+2,851.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.2% |
| 3M | +17.4% | -2.9% | +20.2% | +17.2% |
| 6M | +17.5% | -16.4% | +33.9% | +18.5% |
| YTD | +7.6% | 0.0% | +7.6% | +6.3% |
| 1Y | +7.7% | +54.3% | -46.6% | +1.9% |
| 3Y | +54.7% | +230.7% | -176.0% | +33.7% |
| 5Y | +73.0% | +111.6% | -38.6% | +53.4% |
| 10Y | +390.9% | +211.7% | +179.1% | +300.3% |
| All | +2,926.4% | +74.5% | +2,851.9% | +2,074.0% |
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