+178.5%
EXE vs PAAS
+69.8%
+108.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -0.8% |
| 7D | -0.3% | -2.9% | +2.6% | +0.1% |
| 30D | +8.5% | +6.8% | +1.7% | +7.1% |
| 3M | +5.5% | -2.9% | +8.3% | +5.3% |
| 6M | -5.9% | -16.4% | +10.5% | -4.4% |
| YTD | -9.7% | 0.0% | -9.7% | -12.1% |
| 1Y | +3.6% | +54.3% | -50.8% | -8.3% |
| 3Y | +18.0% | +230.7% | -212.6% | -15.9% |
| 5Y | +109.4% | +111.6% | -2.2% | +64.3% |
| All | +178.5% | +69.8% | +108.7% | +123.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling