+345.7%
WM vs PAAS
+187.9%
+157.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +1.3% |
| 7D | +4.5% | -0.4% | +4.9% | +4.5% |
| 30D | +16.1% | -11.6% | +27.7% | +16.6% |
| 3M | +8.0% | -15.6% | +23.6% | +8.6% |
| 6M | +8.4% | -19.1% | +27.5% | +8.9% |
| YTD | +11.2% | -20.9% | +32.2% | +11.5% |
| 1Y | +22.3% | +21.3% | +1.0% | +19.6% |
| 3Y | +50.2% | +177.4% | -127.1% | +38.9% |
| 5Y | +63.3% | +71.3% | -8.1% | +53.1% |
| All | +345.7% | +187.9% | +157.7% | +309.5% |
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