+185.5%
PAAS vs EXEL
+363.4%
-177.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.6% | -4.2% | -5.7% |
| 7D | +4.2% | -2.4% | +6.6% | +4.3% |
| 30D | -13.8% | +17.9% | -31.7% | -14.7% |
| 3M | -22.7% | +33.3% | -56.0% | -24.1% |
| 6M | -32.1% | +46.6% | -78.6% | -33.6% |
| YTD | -22.3% | +61.0% | -83.3% | -24.5% |
| 1Y | +7.7% | +70.4% | -62.8% | +4.4% |
| 3Y | +214.0% | +236.1% | -22.1% | +191.6% |
| 5Y | +63.2% | +284.8% | -221.6% | +50.2% |
| 10Y | +185.5% | +348.4% | -162.9% | +193.8% |
| All | +185.5% | +363.4% | -177.9% | +193.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling