+528.7%
WDC vs PAAS
+71.7%
+457.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -1.8% |
| 7D | -28.0% | +8.4% | -36.3% | -29.6% |
| 30D | -34.9% | -7.2% | -27.8% | -33.8% |
| 3M | -41.6% | -14.0% | -27.5% | -40.0% |
| 6M | -45.4% | -26.8% | -18.6% | -41.7% |
| YTD | +53.3% | -19.8% | +73.1% | +58.8% |
| 1Y | +61.5% | +22.8% | +38.7% | +51.5% |
| 3Y | +712.3% | +183.6% | +528.7% | +518.3% |
| All | +528.7% | +71.7% | +457.0% | +425.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling