-18.9%
EXE vs PAAS
+24.3%
-43.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +8.4% | -11.3% | -3.0% |
| 7D | -4.7% | -1.1% | -3.6% | -4.6% |
| 30D | +1.0% | -8.5% | +9.5% | +1.2% |
| 3M | -5.6% | -7.3% | +1.7% | -5.5% |
| 6M | -12.3% | -18.3% | +6.0% | -12.2% |
| YTD | -19.5% | -19.2% | -0.3% | -21.1% |
| 1Y | -18.9% | +26.1% | -45.0% | -29.5% |
| All | -18.9% | +24.3% | -43.1% | -29.5% |
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