+243.6%
W vs PAAS
+178.0%
+65.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.9% | +1.7% | +3.8% |
| 7D | +3.3% | +8.8% | -5.5% | +1.0% |
| 30D | +10.5% | -8.5% | +19.0% | +13.3% |
| 3M | +9.6% | -17.0% | +26.6% | +15.1% |
| 6M | +76.4% | -27.9% | +104.3% | +91.4% |
| YTD | +16.4% | -17.5% | +33.9% | +19.2% |
| 1Y | +9.3% | +22.8% | -13.5% | -0.6% |
| 3Y | +172.8% | +224.2% | -51.4% | +77.2% |
| 5Y | -53.4% | +73.6% | -127.0% | -65.2% |
| 10Y | +243.6% | +186.4% | +57.3% | +120.6% |
| All | +243.6% | +178.0% | +65.7% | +120.6% |
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