+523.5%
WMT vs PAAS
+168.2%
+355.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.8% | +5.7% | +0.1% |
| 7D | +0.6% | +4.2% | -3.6% | +0.4% |
| 30D | +12.8% | -13.8% | +26.5% | +13.2% |
| 3M | +11.7% | -22.7% | +34.4% | +12.5% |
| 6M | -3.5% | -32.1% | +28.6% | -2.5% |
| YTD | +13.4% | -22.3% | +35.7% | +13.6% |
| 1Y | +23.6% | +7.7% | +16.0% | +22.1% |
| 3Y | +133.9% | +214.0% | -80.1% | +119.1% |
| 5Y | +170.1% | +63.2% | +106.9% | +157.0% |
| 10Y | +523.5% | +185.5% | +338.0% | +486.9% |
| All | +523.5% | +168.2% | +355.3% | +486.9% |
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