+183.6%
PAAS vs EXEL
+231.1%
-47.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.3% |
| 7D | +8.4% | +0.3% | +8.1% | +8.4% |
| 30D | -7.2% | +19.0% | -26.2% | -8.8% |
| 3M | -14.0% | +33.3% | -47.3% | -16.4% |
| 6M | -26.8% | +42.9% | -69.6% | -29.1% |
| YTD | -19.8% | +58.7% | -78.5% | -23.0% |
| 1Y | +22.8% | +70.5% | -47.7% | +17.9% |
| 3Y | +183.6% | +233.8% | -50.2% | +138.0% |
| All | +183.6% | +231.1% | -47.5% | +138.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling