+61.3%
EXE vs PAAS
+71.7%
-10.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.3% | -1.1% |
| 7D | -6.6% | +8.4% | -15.0% | -7.7% |
| 30D | -4.0% | -7.2% | +3.2% | -3.2% |
| 3M | -7.5% | -14.0% | +6.6% | -6.0% |
| 6M | -11.7% | -26.8% | +15.1% | -8.7% |
| YTD | -22.0% | -19.8% | -2.2% | -21.9% |
| 1Y | -21.8% | +22.8% | -44.6% | -28.0% |
| 3Y | +8.0% | +183.6% | -175.6% | -21.9% |
| All | +61.3% | +71.7% | -10.4% | +43.9% |
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 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