+7,590.9%
WDC vs PAAS
+1,235.6%
+6,355.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.4% | +8.3% | +6.2% |
| 7D | +1.7% | -2.9% | +4.6% | +2.1% |
| 30D | -10.0% | +6.8% | -16.8% | -11.1% |
| 3M | -18.8% | -2.9% | -15.9% | -18.7% |
| 6M | +79.0% | -16.4% | +95.5% | +82.2% |
| YTD | +171.6% | 0.0% | +171.5% | +169.6% |
| 1Y | +417.4% | +54.3% | +363.1% | +385.1% |
| 3Y | +1,251.8% | +230.7% | +1,021.1% | +1,033.6% |
| 5Y | +911.7% | +111.6% | +800.1% | +779.1% |
| 10Y | +1,399.6% | +211.7% | +1,187.9% | +1,082.7% |
| All | +7,590.9% | +1,235.6% | +6,355.3% | +5,036.6% |
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