+34.8%
MXL vs PAAS
+122.5%
-87.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.7% | +3.8% | +6.5% |
| 7D | +19.0% | +2.6% | +16.3% | +18.1% |
| 30D | +4.5% | +2.5% | +2.0% | +3.3% |
| 3M | -1.5% | +15.1% | -16.6% | -5.8% |
| 6M | +348.6% | -12.1% | +360.7% | +357.2% |
| YTD | +310.3% | +3.1% | +307.2% | +296.3% |
| 1Y | +344.7% | +50.8% | +293.9% | +282.6% |
| 3Y | +211.2% | +259.5% | -48.3% | +103.0% |
| 5Y | +34.8% | +126.3% | -91.5% | -3.2% |
| All | +34.8% | +122.5% | -87.6% | -3.2% |
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