+49.2%
XEL vs PAAS
+247.3%
-198.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.6% |
| 7D | +1.3% | +2.0% | -0.7% | +1.2% |
| 30D | -1.5% | -0.1% | -1.4% | -1.6% |
| 3M | -0.2% | +8.2% | -8.4% | -0.9% |
| 6M | -5.4% | -13.8% | +8.4% | -5.0% |
| YTD | +5.6% | -0.6% | +6.3% | +4.8% |
| 1Y | +10.5% | +44.0% | -33.5% | +6.3% |
| 3Y | +49.2% | +246.6% | -197.4% | +26.6% |
| All | +49.2% | +247.3% | -198.1% | +26.6% |
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 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