+21.2%
WM vs PAAS
-2.8%
+24.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +3.2% | -8.9% | +12.1% | +2.8% |
| 30D | +13.0% | -11.4% | +24.4% | +12.4% |
| 3M | +9.2% | -20.4% | +29.7% | +8.3% |
| 6M | +13.6% | -40.7% | +54.3% | +12.9% |
| YTD | +12.4% | -26.9% | +39.3% | +12.3% |
| 1Y | +21.2% | -3.1% | +24.3% | +22.0% |
| All | +21.2% | -2.8% | +24.0% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling