+642.9%
WDC vs PAAS
+205.7%
+437.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.9% |
| 7D | +12.1% | -8.9% | +21.0% | +14.3% |
| 30D | -18.8% | -11.4% | -7.4% | -16.8% |
| 3M | -39.3% | -20.4% | -18.9% | -36.7% |
| 6M | -40.1% | -40.7% | +0.6% | -33.8% |
| YTD | +71.8% | -26.9% | +98.7% | +80.7% |
| 1Y | +88.5% | -3.1% | +91.5% | +87.2% |
| 3Y | +770.0% | +199.3% | +570.7% | +580.9% |
| 5Y | +549.0% | +48.3% | +500.8% | +456.9% |
| All | +642.9% | +205.7% | +437.2% | +442.7% |
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