+3,310.4%
V vs PAAS
+39.9%
+3,270.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.4% | -0.1% |
| 7D | +2.2% | +8.4% | -6.2% | +1.5% |
| 30D | +13.6% | -7.2% | +20.8% | +14.2% |
| 3M | +14.3% | -14.0% | +28.3% | +15.4% |
| 6M | +33.1% | -26.8% | +59.9% | +35.8% |
| YTD | +21.2% | -19.8% | +41.0% | +21.8% |
| 1Y | +26.4% | +22.8% | +3.6% | +22.1% |
| 3Y | +77.6% | +183.6% | -106.1% | +55.3% |
| 5Y | +102.6% | +73.8% | +28.8% | +82.4% |
| 10Y | +464.4% | +185.6% | +278.8% | +363.1% |
| All | +3,310.4% | +39.9% | +3,270.4% | +2,391.4% |
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