+144.5%
EXE vs PAAS
+40.1%
+104.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.9% | -1.3% | +1.2% |
| 7D | -3.9% | +8.8% | -12.8% | -5.2% |
| 30D | -2.6% | -8.5% | +5.9% | -1.5% |
| 3M | -6.9% | -17.0% | +10.2% | -4.8% |
| 6M | -9.3% | -27.9% | +18.6% | -5.8% |
| YTD | -20.7% | -17.5% | -3.3% | -20.9% |
| 1Y | -21.8% | +22.8% | -44.7% | -28.1% |
| 3Y | +16.2% | +224.2% | -208.0% | -18.4% |
| 5Y | +61.1% | +73.6% | -12.5% | +29.8% |
| All | +144.5% | +40.1% | +104.4% | +100.8% |
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