+100.5%
WMT vs PAAS
+247.3%
-146.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -1.0% |
| 7D | +0.1% | +2.0% | -1.9% | +0.1% |
| 30D | -5.0% | -0.1% | -4.9% | -5.0% |
| 3M | -11.3% | +8.2% | -19.5% | -11.5% |
| 6M | -13.8% | -13.8% | 0.0% | -13.6% |
| YTD | -4.2% | -0.6% | -3.6% | -4.8% |
| 1Y | +4.6% | +44.0% | -39.4% | +1.9% |
| 3Y | +100.5% | +246.6% | -146.1% | +86.9% |
| All | +100.5% | +247.3% | -146.8% | +86.9% |
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 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