+153.1%
EXPE vs PAAS
+197.3%
-44.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.7% | -7.2% | -7.8% |
| 7D | -9.8% | +2.0% | -11.8% | -10.0% |
| 30D | -11.5% | -0.1% | -11.4% | -11.7% |
| 3M | +21.7% | +8.2% | +13.5% | +19.9% |
| 6M | +10.4% | -13.8% | +24.2% | +11.4% |
| YTD | -2.5% | -0.6% | -1.9% | -4.5% |
| 1Y | +27.3% | +44.0% | -16.7% | +17.2% |
| 3Y | +153.5% | +246.6% | -93.1% | +98.6% |
| 5Y | +91.1% | +116.1% | -25.0% | +56.2% |
| 10Y | +153.1% | +202.7% | -49.6% | +86.0% |
| All | +153.1% | +197.3% | -44.2% | +86.0% |
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