+179.3%
EXE vs PAAS
+68.6%
+110.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +0.9% | +0.4% |
| 7D | -1.8% | +2.0% | -3.8% | -2.1% |
| 30D | +6.4% | -0.1% | +6.5% | +6.2% |
| 3M | +9.2% | +8.2% | +1.0% | +7.3% |
| 6M | -7.0% | -13.8% | +6.8% | -6.0% |
| YTD | -9.5% | -0.6% | -8.8% | -11.8% |
| 1Y | +6.2% | +44.0% | -37.8% | -4.6% |
| 3Y | +20.7% | +246.6% | -225.8% | -15.1% |
| 5Y | +103.6% | +116.1% | -12.4% | +59.1% |
| All | +179.3% | +68.6% | +110.6% | +123.9% |
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