+544.2%
WMT vs PAAS
+205.7%
+338.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.5% |
| 7D | +2.0% | -8.9% | +11.0% | +2.3% |
| 30D | +10.3% | -11.4% | +21.7% | +10.6% |
| 3M | +11.0% | -20.4% | +31.4% | +11.6% |
| 6M | -2.3% | -40.7% | +38.4% | -0.8% |
| YTD | +15.7% | -26.9% | +42.6% | +16.1% |
| 1Y | +26.0% | -3.1% | +29.0% | +24.9% |
| 3Y | +136.5% | +199.3% | -62.7% | +121.8% |
| 5Y | +176.8% | +48.3% | +128.6% | +164.1% |
| All | +544.2% | +205.7% | +338.6% | +501.7% |
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