+23.6%
WMT vs PAAS
+11.3%
+12.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.8% | +5.7% | -0.3% |
| 7D | +0.6% | +4.2% | -3.6% | +0.7% |
| 30D | +12.8% | -13.8% | +26.5% | +12.1% |
| 3M | +11.7% | -22.7% | +34.4% | +10.7% |
| 6M | -3.5% | -32.1% | +28.6% | -4.2% |
| YTD | +13.4% | -22.3% | +35.7% | +13.0% |
| 1Y | +23.6% | +7.7% | +16.0% | +27.4% |
| All | +23.6% | +11.3% | +12.3% | +27.4% |
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