+115.5%
EXPE vs PAAS
+192.1%
-76.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.5% | -6.3% | -5.1% |
| 7D | -9.3% | +8.4% | -17.7% | -10.2% |
| 30D | +0.1% | -7.2% | +7.3% | +1.1% |
| 3M | -15.3% | -14.0% | -1.3% | -13.9% |
| 6M | +5.5% | -26.8% | +32.2% | +9.1% |
| YTD | -8.0% | -19.8% | +11.8% | -7.3% |
| 1Y | +18.9% | +22.8% | -4.0% | +12.0% |
| 3Y | +135.5% | +183.6% | -48.1% | +89.2% |
| 5Y | +44.3% | +73.8% | -29.5% | +21.1% |
| All | +115.5% | +192.1% | -76.6% | +59.0% |
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