+199.3%
PAAS vs EXEL
+230.5%
-31.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | -8.9% | -0.8% | -8.1% | -8.8% |
| 30D | -11.4% | +13.1% | -24.5% | -12.4% |
| 3M | -20.4% | +36.3% | -56.8% | -22.7% |
| 6M | -40.7% | +34.5% | -75.2% | -42.2% |
| YTD | -26.9% | +57.4% | -84.4% | -29.6% |
| 1Y | -3.1% | +62.9% | -66.0% | -6.6% |
| 3Y | +199.3% | +229.5% | -30.3% | +171.5% |
| All | +199.3% | +230.5% | -31.2% | +171.5% |
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