+928.6%
WDC vs PAAS
+113.1%
+815.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.4% | +8.3% | +6.5% |
| 7D | +1.7% | -2.9% | +4.6% | +2.4% |
| 30D | -10.0% | +6.8% | -16.8% | -12.3% |
| 3M | -18.8% | -2.9% | -15.9% | -18.8% |
| 6M | +79.0% | -16.4% | +95.5% | +84.3% |
| YTD | +171.6% | 0.0% | +171.5% | +166.5% |
| 1Y | +417.4% | +54.3% | +363.1% | +357.7% |
| 3Y | +1,251.8% | +230.7% | +1,021.1% | +884.5% |
| All | +928.6% | +113.1% | +815.5% | +695.1% |
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 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