+336.4%
WM vs PAAS
+192.1%
+144.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.5% | -2.1% |
| 7D | +1.2% | +8.4% | -7.2% | +0.9% |
| 30D | +13.1% | -7.2% | +20.2% | +13.3% |
| 3M | +3.6% | -14.0% | +17.6% | +4.1% |
| 6M | +8.1% | -26.8% | +34.8% | +9.2% |
| YTD | +8.9% | -19.8% | +28.7% | +9.1% |
| 1Y | +20.3% | +22.8% | -2.5% | +17.6% |
| 3Y | +46.2% | +183.6% | -137.5% | +35.0% |
| 5Y | +59.9% | +73.8% | -13.9% | +49.8% |
| All | +336.4% | +192.1% | +144.3% | +300.8% |
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