+998.5%
PAAS vs EIX
+914.7%
+83.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.5% | +3.9% | +1.9% |
| 7D | +8.4% | +1.0% | +7.4% | +8.2% |
| 30D | -7.2% | +9.1% | -16.3% | -8.6% |
| 3M | -14.0% | -10.2% | -3.8% | -13.1% |
| 6M | -26.8% | -11.2% | -15.5% | -26.0% |
| YTD | -19.8% | +4.5% | -24.3% | -21.4% |
| 1Y | +22.8% | +10.9% | +12.0% | +19.0% |
| 3Y | +183.6% | +8.4% | +175.2% | +173.8% |
| 5Y | +73.8% | +18.0% | +55.9% | +65.5% |
| 10Y | +185.6% | +30.3% | +155.3% | +161.4% |
| All | +998.5% | +914.7% | +83.8% | +824.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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