+26.1%
PAAS vs EXEL
+92.4%
-66.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.6% | +7.7% | +8.2% |
| 7D | -1.1% | +9.8% | -10.9% | -4.3% |
| 30D | -8.5% | +23.6% | -32.1% | -15.2% |
| 3M | -7.3% | +29.9% | -37.2% | -15.8% |
| 6M | -18.3% | +64.7% | -83.0% | -32.0% |
| YTD | -19.2% | +66.0% | -85.1% | -33.6% |
| 1Y | +26.1% | +92.0% | -65.8% | +1.7% |
| All | +26.1% | +92.4% | -66.3% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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