+201.0%
PAAS vs EXEL
+234.5%
-33.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -4.0% |
| 7D | -7.0% | +1.6% | -8.7% | -7.2% |
| 30D | -15.3% | +17.4% | -32.7% | -16.6% |
| 3M | -27.7% | +38.6% | -66.4% | -29.9% |
| 6M | -40.5% | +41.2% | -81.7% | -42.2% |
| YTD | -26.5% | +59.3% | -85.9% | -29.3% |
| 1Y | -0.8% | +60.2% | -61.0% | -4.5% |
| All | +201.0% | +234.5% | -33.5% | +172.8% |
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 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