+20.8%
XBI vs PAAS
+122.5%
-101.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.3% | -2.3% |
| 7D | -3.6% | +2.6% | -6.3% | -4.1% |
| 30D | +0.9% | +2.5% | -1.6% | +0.2% |
| 3M | +21.4% | +15.1% | +6.4% | +17.6% |
| 6M | +25.5% | -12.1% | +37.6% | +27.1% |
| YTD | +30.8% | +3.1% | +27.8% | +27.5% |
| 1Y | +68.6% | +50.8% | +17.7% | +51.1% |
| 3Y | +103.9% | +259.5% | -155.6% | +41.6% |
| 5Y | +20.8% | +126.3% | -105.6% | -8.6% |
| All | +20.8% | +122.5% | -101.7% | -8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling