+202.7%
PAAS vs XHB
+204.2%
-1.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.8% | +0.3% |
| 7D | +2.0% | +0.2% | +1.8% | +1.9% |
| 30D | -0.1% | -9.1% | +9.0% | +3.8% |
| 3M | +8.2% | -2.3% | +10.6% | +8.9% |
| 6M | -13.8% | -4.1% | -9.7% | -12.5% |
| YTD | -0.6% | -1.7% | +1.1% | -0.1% |
| 1Y | +44.0% | -15.1% | +59.1% | +53.0% |
| 3Y | +246.6% | +26.8% | +219.8% | +204.8% |
| 5Y | +116.1% | +37.3% | +78.7% | +79.2% |
| 10Y | +202.7% | +205.7% | -2.9% | +86.4% |
| All | +202.7% | +204.2% | -1.5% | +86.4% |
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