+58.5%
WM vs PAAS
+62.0%
-3.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.8% | +6.2% | +0.5% |
| 7D | +1.2% | +4.2% | -3.0% | +1.0% |
| 30D | +13.7% | -13.8% | +27.5% | +14.3% |
| 3M | +5.2% | -22.7% | +27.9% | +6.1% |
| 6M | +11.2% | -32.1% | +43.3% | +12.8% |
| YTD | +9.4% | -22.3% | +31.7% | +9.6% |
| 1Y | +20.4% | +7.7% | +12.7% | +17.8% |
| 3Y | +44.7% | +214.0% | -169.3% | +28.6% |
| 5Y | +58.5% | +63.2% | -4.7% | +45.3% |
| All | +58.5% | +62.0% | -3.5% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling