+185.5%
PAAS vs EXPD
+329.8%
-144.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.6% | -5.8% |
| 7D | +4.2% | -7.4% | +11.6% | +5.8% |
| 30D | -13.8% | -2.1% | -11.7% | -13.5% |
| 3M | -22.7% | +5.7% | -28.4% | -23.8% |
| 6M | -32.1% | +21.4% | -53.5% | -35.1% |
| YTD | -22.3% | +27.6% | -49.9% | -26.8% |
| 1Y | +7.7% | +36.1% | -28.5% | -0.1% |
| 3Y | +214.0% | +69.9% | +144.1% | +172.8% |
| 5Y | +63.2% | +59.7% | +3.5% | +41.4% |
| 10Y | +185.5% | +323.0% | -137.5% | +118.0% |
| All | +185.5% | +329.8% | -144.3% | +118.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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