+210.1%
W vs PAAS
+205.7%
+4.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.6% |
| 7D | +0.2% | -8.9% | +9.1% | +3.0% |
| 30D | +6.8% | -11.4% | +18.2% | +10.6% |
| 3M | +10.7% | -20.4% | +31.1% | +17.9% |
| 6M | +86.3% | -40.7% | +127.0% | +114.6% |
| YTD | +11.5% | -26.9% | +38.4% | +18.3% |
| 1Y | +5.1% | -3.1% | +8.2% | +2.2% |
| 3Y | +171.0% | +199.3% | -28.3% | +79.3% |
| 5Y | -56.6% | +48.3% | -104.9% | -66.4% |
| All | +210.1% | +205.7% | +4.4% | +99.1% |
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