+653.4%
WDC vs PAAS
+178.0%
+475.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.9% | +7.0% | +9.2% |
| 7D | -14.4% | +8.8% | -23.3% | -16.0% |
| 30D | -27.1% | -8.5% | -18.6% | -25.7% |
| 3M | -33.3% | -17.0% | -16.2% | -31.1% |
| 6M | -39.6% | -27.9% | -11.7% | -36.0% |
| YTD | +68.4% | -17.5% | +85.9% | +72.6% |
| 1Y | +78.2% | +22.8% | +55.3% | +68.9% |
| 3Y | +772.0% | +224.2% | +547.8% | +573.0% |
| 5Y | +584.9% | +73.6% | +511.3% | +471.0% |
| 10Y | +653.4% | +186.4% | +467.1% | +452.3% |
| All | +653.4% | +178.0% | +475.5% | +452.3% |
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