+955.3%
XBI vs PAAS
+175.4%
+779.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.0% | 0.0% |
| 7D | +0.9% | -2.9% | +3.8% | +1.2% |
| 30D | +7.1% | +6.8% | +0.3% | +6.0% |
| 3M | +22.9% | -2.9% | +25.8% | +22.9% |
| 6M | +29.7% | -16.4% | +46.1% | +31.9% |
| YTD | +34.5% | 0.0% | +34.5% | +32.9% |
| 1Y | +76.1% | +54.3% | +21.7% | +63.5% |
| 3Y | +103.2% | +230.7% | -127.5% | +66.6% |
| 5Y | +22.8% | +111.6% | -88.8% | +4.7% |
| 10Y | +176.3% | +211.7% | -35.4% | +111.9% |
| All | +955.3% | +175.4% | +779.9% | +573.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling