+183.6%
PAAS vs XHB
+36.1%
+147.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +2.1% |
| 7D | +8.4% | +1.3% | +7.1% | +7.9% |
| 30D | -7.2% | +7.8% | -15.0% | -10.2% |
| 3M | -14.0% | -5.5% | -8.6% | -12.1% |
| 6M | -26.8% | -2.6% | -24.2% | -26.3% |
| YTD | -19.8% | +0.4% | -20.1% | -20.0% |
| 1Y | +22.8% | -1.0% | +23.8% | +22.9% |
| 3Y | +183.6% | +37.3% | +146.3% | +105.7% |
| All | +183.6% | +36.1% | +147.6% | +105.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling