+186.4%
PAAS vs XHB
+271.6%
-85.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.6% | -0.7% | +1.4% |
| 7D | +8.8% | +1.3% | +7.5% | +8.3% |
| 30D | -8.5% | +11.8% | -20.3% | -12.7% |
| 3M | -17.0% | -3.8% | -13.2% | -15.8% |
| 6M | -27.9% | +4.1% | -32.0% | -29.3% |
| YTD | -17.5% | +4.0% | -21.4% | -19.0% |
| 1Y | +22.8% | +1.6% | +21.3% | +21.6% |
| 3Y | +224.2% | +43.2% | +181.1% | +171.8% |
| 5Y | +73.6% | +35.8% | +37.8% | +45.0% |
| 10Y | +186.4% | +259.3% | -72.9% | +80.3% |
| All | +186.4% | +271.6% | -85.2% | +80.3% |
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