+1,537.1%
SOXX vs PAAS
+230.4%
+1,306.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.0% |
| 7D | +1.4% | -1.9% | +3.3% | +1.7% |
| 30D | -3.6% | -3.6% | 0.0% | -3.2% |
| 3M | -10.2% | +8.6% | -18.7% | -11.8% |
| 6M | +54.2% | -16.7% | +70.9% | +57.8% |
| YTD | +75.2% | -1.9% | +77.1% | +73.7% |
| 1Y | +107.5% | +38.0% | +69.5% | +94.0% |
| 3Y | +226.8% | +234.9% | -8.2% | +161.1% |
| 5Y | +251.2% | +119.5% | +131.8% | +190.3% |
| All | +1,537.1% | +230.4% | +1,306.8% | +1,186.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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