+4,241.2%
WDC vs PAAS
+971.0%
+3,270.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -1.6% |
| 7D | -28.0% | +8.4% | -36.3% | -28.8% |
| 30D | -34.9% | -7.2% | -27.8% | -34.3% |
| 3M | -41.6% | -14.0% | -27.5% | -40.7% |
| 6M | -45.4% | -26.8% | -18.6% | -43.4% |
| YTD | +53.3% | -19.8% | +73.1% | +56.5% |
| 1Y | +61.5% | +22.8% | +38.7% | +56.1% |
| 3Y | +712.3% | +183.6% | +528.7% | +596.1% |
| 5Y | +524.2% | +73.8% | +450.4% | +456.6% |
| 10Y | +616.5% | +185.6% | +430.9% | +474.6% |
| All | +4,241.2% | +971.0% | +3,270.2% | +2,882.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling