+9.2%
WBD vs PAAS
+269.4%
-260.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.5% | +19.2% | +20.3% | +35.5% |
| 7D | +39.5% | +19.2% | +20.3% | +35.5% |
| 30D | +39.5% | +19.2% | +20.3% | +35.5% |
| 3M | +39.5% | +19.2% | +20.3% | +35.5% |
| 6M | +39.5% | +19.2% | +20.3% | +35.5% |
| YTD | +39.5% | +19.2% | +20.3% | +35.5% |
| 1Y | +63.0% | +17.1% | +45.9% | +58.0% |
| 3Y | +206.7% | +243.6% | -36.9% | +140.2% |
| 5Y | +18.4% | +115.9% | -97.6% | -3.0% |
| All | +9.2% | +269.4% | -260.3% | -17.9% |
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