+148.4%
WBD vs PAAS
+247.3%
-98.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | -0.7% | +2.0% | -2.7% | -1.1% |
| 30D | +5.0% | -0.1% | +5.1% | +4.7% |
| 3M | +6.2% | +8.2% | -2.0% | +3.8% |
| 6M | +0.6% | -13.8% | +14.4% | +2.3% |
| YTD | -2.4% | -0.6% | -1.8% | -5.8% |
| 1Y | +127.7% | +44.0% | +83.7% | +95.4% |
| 3Y | +148.4% | +246.6% | -98.2% | +36.4% |
| All | +148.4% | +247.3% | -98.8% | +36.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling