+26.1%
PAAS vs BOXX
+4.1%
+22.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | 0.0% | +8.3% | +8.1% |
| 7D | -1.1% | +0.1% | -1.2% | -1.6% |
| 30D | -8.5% | +0.4% | -8.8% | -10.1% |
| 3M | -7.3% | +1.0% | -8.3% | -13.1% |
| 6M | -18.3% | +2.0% | -20.2% | -33.7% |
| YTD | -19.2% | +3.3% | -22.4% | -50.0% |
| 1Y | +26.1% | +4.1% | +22.1% | -38.4% |
| All | +26.1% | +4.1% | +22.1% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 1y: compounded portfolio wealth divided by compounded BOXX 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…
1y analysis · Full analysis span regression · 6 months rolling