+188.9%
PAAS vs EXEL
+461.0%
-272.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.4% |
| 7D | +8.4% | +0.3% | +8.1% | +8.4% |
| 30D | -7.2% | +19.0% | -26.2% | -8.2% |
| 3M | -14.0% | +33.3% | -47.3% | -15.5% |
| 6M | -26.8% | +42.9% | -69.6% | -28.3% |
| YTD | -19.8% | +58.7% | -78.5% | -22.0% |
| 1Y | +22.8% | +70.5% | -47.7% | +19.1% |
| 3Y | +183.6% | +233.8% | -50.2% | +163.6% |
| 5Y | +73.8% | +259.3% | -185.5% | +60.4% |
| All | +188.9% | +461.0% | -272.2% | +194.0% |
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