+80.3%
EXE vs PAAS
+48.6%
+31.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | +5.3% | -8.9% | +14.2% | +6.6% |
| 30D | -2.2% | -11.4% | +9.2% | -0.8% |
| 3M | -5.9% | -20.4% | +14.6% | -3.4% |
| 6M | -5.7% | -40.7% | +35.0% | +0.5% |
| YTD | -17.8% | -26.9% | +9.1% | -16.7% |
| 1Y | -23.1% | -3.1% | -20.1% | -26.4% |
| 3Y | +21.2% | +199.3% | -178.1% | -14.5% |
| All | +80.3% | +48.6% | +31.7% | +73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling