-12.9%
WBD vs PAAS
+131.9%
-144.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.9% | -1.8% | +0.6% |
| 7D | +1.0% | -1.1% | +2.1% | +1.1% |
| 30D | +26.7% | -12.5% | +39.2% | +29.2% |
| 3M | +91.1% | +10.7% | +80.4% | +86.6% |
| 6M | +164.8% | +42.3% | +122.5% | +144.3% |
| YTD | +114.5% | +73.6% | +40.8% | +90.7% |
| 1Y | +141.9% | +50.7% | +91.3% | +119.8% |
| 3Y | +120.7% | +146.9% | -26.2% | +82.2% |
| 5Y | +8.3% | +3.5% | +4.8% | -3.5% |
| All | -12.9% | +131.9% | -144.8% | -31.5% |
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