+186.4%
PAAS vs EXEL
+445.6%
-259.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.1% | -0.2% | +2.7% |
| 7D | +8.8% | +2.3% | +6.5% | +8.7% |
| 30D | -8.5% | +19.8% | -28.3% | -9.5% |
| 3M | -17.0% | +32.7% | -49.7% | -18.4% |
| 6M | -27.9% | +49.0% | -76.9% | -29.6% |
| YTD | -17.5% | +63.7% | -81.1% | -19.8% |
| 1Y | +22.8% | +75.8% | -53.0% | +19.0% |
| 3Y | +224.2% | +241.3% | -17.1% | +201.5% |
| 5Y | +73.6% | +289.0% | -215.4% | +60.1% |
| 10Y | +186.4% | +377.6% | -191.3% | +207.6% |
| All | +186.4% | +445.6% | -259.2% | +207.6% |
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