+48.0%
XEL vs PAAS
+76.1%
-28.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.9% | -2.3% | +0.4% |
| 7D | +1.1% | +8.8% | -7.8% | +0.4% |
| 30D | +8.7% | -8.5% | +17.1% | +9.3% |
| 3M | +3.5% | -17.0% | +20.5% | +4.7% |
| 6M | +2.6% | -27.9% | +30.5% | +4.6% |
| YTD | +11.1% | -17.5% | +28.5% | +11.3% |
| 1Y | +2.2% | +22.8% | -20.7% | -1.3% |
| 3Y | +51.1% | +224.2% | -173.1% | +28.2% |
| 5Y | +48.0% | +73.6% | -25.6% | +28.0% |
| All | +48.0% | +76.1% | -28.0% | +28.0% |
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