+220.4%
W vs PAAS
+183.5%
+36.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +2.1% |
| 7D | -7.4% | -5.2% | -2.2% | -5.9% |
| 30D | +7.8% | -13.9% | +21.7% | +12.6% |
| 3M | +10.9% | -23.8% | +34.7% | +19.4% |
| 6M | +86.4% | -36.4% | +122.8% | +110.3% |
| YTD | +14.0% | -23.4% | +37.3% | +19.2% |
| 1Y | +3.5% | +5.6% | -2.1% | -1.8% |
| 3Y | +164.8% | +209.7% | -44.9% | +73.4% |
| 5Y | -53.1% | +55.6% | -108.7% | -64.1% |
| 10Y | +220.4% | +212.2% | +8.2% | +102.8% |
| All | +220.4% | +183.5% | +36.9% | +102.8% |
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