+49.3%
WM vs PAAS
+178.1%
-128.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +1.2% |
| 7D | +4.5% | -0.4% | +4.9% | +4.5% |
| 30D | +16.1% | -11.6% | +27.7% | +16.2% |
| 3M | +8.0% | -15.6% | +23.6% | +8.2% |
| 6M | +8.4% | -19.1% | +27.5% | +8.5% |
| YTD | +11.2% | -20.9% | +32.2% | +11.2% |
| 1Y | +22.3% | +21.3% | +1.0% | +19.7% |
| All | +49.3% | +178.1% | -128.8% | +44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling