+197.9%
PAAS vs XHB
+234.8%
-36.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.4% | -3.4% |
| 7D | -7.0% | -2.4% | -4.6% | -6.0% |
| 30D | -15.3% | +7.1% | -22.4% | -17.7% |
| 3M | -27.7% | -6.0% | -21.8% | -25.9% |
| 6M | -40.5% | +2.1% | -42.5% | -41.1% |
| YTD | -26.5% | -0.6% | -25.9% | -26.4% |
| 1Y | -0.8% | -3.3% | +2.5% | +0.3% |
| 3Y | +196.9% | +34.1% | +162.8% | +155.8% |
| 5Y | +49.2% | +28.6% | +20.6% | +27.4% |
| All | +197.9% | +234.8% | -36.9% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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