+142.9%
PAAS vs NXT
+213.5%
-70.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.8% |
| 7D | -8.9% | -9.4% | +0.5% | -7.4% |
| 30D | -11.4% | +15.1% | -26.5% | -13.5% |
| 3M | -20.4% | -9.1% | -11.3% | -19.6% |
| 6M | -40.7% | -30.3% | -10.4% | -37.9% |
| YTD | -26.9% | +9.1% | -36.0% | -27.9% |
| 1Y | -3.1% | +7.9% | -10.9% | -4.2% |
| 3Y | +199.3% | +176.5% | +22.8% | +163.6% |
| All | +142.9% | +213.5% | -70.7% | +126.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 5y: compounded portfolio wealth divided by compounded NXT 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…
5y analysis · Full analysis span regression · 6 months rolling