+217.0%
W vs PAAS
+168.2%
+48.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.8% | +2.1% | -2.0% |
| 7D | +1.1% | +4.2% | -3.1% | +0.1% |
| 30D | +6.4% | -13.8% | +20.2% | +11.0% |
| 3M | +9.0% | -22.7% | +31.7% | +16.8% |
| 6M | +69.8% | -32.1% | +101.9% | +87.6% |
| YTD | +12.1% | -22.3% | +34.3% | +16.8% |
| 1Y | 0.0% | +7.7% | -7.6% | -5.6% |
| 3Y | +160.3% | +214.0% | -53.7% | +70.3% |
| 5Y | -53.3% | +63.2% | -116.5% | -64.6% |
| 10Y | +217.0% | +185.5% | +31.4% | +103.9% |
| All | +217.0% | +168.2% | +48.7% | +103.9% |
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