+15.8%
XLI vs PAAS
+48.5%
-32.7%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.7% | -5.2% | -1.9% |
| 7D | -0.6% | +2.6% | -3.2% | -0.8% |
| 30D | -6.9% | +2.5% | -9.4% | -7.3% |
| 3M | -1.9% | +15.1% | -17.0% | -3.7% |
| 6M | +1.0% | -12.1% | +13.1% | +1.0% |
| YTD | +11.3% | +3.1% | +8.3% | +10.3% |
| 1Y | +15.8% | +50.8% | -35.0% | +10.3% |
| All | +15.8% | +48.5% | -32.7% | +10.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling