+298.2%
WBD vs PAAS
+369.3%
-71.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | 0.0% |
| 7D | -1.8% | -2.9% | +1.1% | -1.4% |
| 30D | +8.8% | +6.8% | +2.0% | +7.4% |
| 3M | +4.6% | -2.9% | +7.5% | +4.4% |
| 6M | +1.1% | -16.4% | +17.5% | +2.7% |
| YTD | -2.0% | 0.0% | -2.0% | -4.2% |
| 1Y | +140.0% | +54.3% | +85.7% | +116.8% |
| 3Y | +144.4% | +230.7% | -86.3% | +90.4% |
| 5Y | -0.2% | +111.6% | -111.8% | -18.4% |
| 10Y | +9.1% | +211.7% | -202.6% | -23.3% |
| All | +298.2% | +369.3% | -71.1% | +104.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling