+124.1%
XBI vs PAAS
+205.7%
-81.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -1.1% | -8.9% | +7.8% | +0.3% |
| 30D | +2.6% | -11.4% | +14.0% | +4.3% |
| 3M | -4.0% | -20.4% | +16.4% | -1.0% |
| 6M | +10.9% | -40.7% | +51.6% | +18.8% |
| YTD | +23.6% | -26.9% | +50.5% | +27.5% |
| 1Y | +35.1% | -3.1% | +38.2% | +33.5% |
| 3Y | +125.2% | +199.3% | -74.1% | +83.2% |
| 5Y | +19.7% | +48.3% | -28.6% | +4.4% |
| All | +124.1% | +205.7% | -81.6% | +86.9% |
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