+695.1%
WDC vs PAAS
+183.5%
+511.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.4% | +9.7% | +8.6% |
| 7D | -3.2% | -5.2% | +1.9% | -2.1% |
| 30D | -19.0% | -13.9% | -5.1% | -16.5% |
| 3M | -28.4% | -23.8% | -4.7% | -24.8% |
| 6M | -39.2% | -36.4% | -2.8% | -33.9% |
| YTD | +82.1% | -23.4% | +105.4% | +89.6% |
| 1Y | +84.7% | +5.6% | +79.0% | +80.2% |
| 3Y | +825.6% | +209.7% | +616.0% | +618.8% |
| 5Y | +608.2% | +55.6% | +552.6% | +501.5% |
| 10Y | +695.1% | +212.2% | +482.9% | +475.1% |
| All | +695.1% | +183.5% | +511.6% | +475.1% |
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 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