+212.2%
PAAS vs EXEL
+354.7%
-142.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.5% | -1.4% |
| 7D | -5.2% | -2.8% | -2.4% | -5.0% |
| 30D | -13.9% | +18.2% | -32.1% | -14.9% |
| 3M | -23.8% | +37.7% | -61.5% | -25.3% |
| 6M | -36.4% | +42.2% | -78.6% | -37.8% |
| YTD | -23.4% | +61.3% | -84.7% | -25.6% |
| 1Y | +5.6% | +64.5% | -58.9% | +2.5% |
| 3Y | +209.7% | +236.7% | -27.0% | +186.5% |
| 5Y | +55.6% | +296.3% | -240.7% | +42.5% |
| 10Y | +212.2% | +331.1% | -118.9% | +208.8% |
| All | +212.2% | +354.7% | -142.4% | +208.8% |
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