+107.2%
XBI vs PAAS
+247.3%
-140.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.5% | -1.0% |
| 7D | -0.9% | +2.0% | -2.9% | -1.2% |
| 30D | +2.9% | -0.1% | +3.0% | +2.7% |
| 3M | +26.2% | +8.2% | +18.0% | +24.1% |
| 6M | +30.7% | -13.8% | +44.5% | +32.3% |
| YTD | +32.9% | -0.6% | +33.6% | +31.2% |
| 1Y | +72.3% | +44.0% | +28.3% | +60.4% |
| 3Y | +107.2% | +246.6% | -139.4% | +52.4% |
| All | +107.2% | +247.3% | -140.1% | +52.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling