+20.7%
XLK vs PAAS
+24.3%
-3.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.4% | -8.4% | -1.6% |
| 7D | -7.6% | -1.1% | -6.5% | -7.4% |
| 30D | -12.2% | -8.5% | -3.7% | -10.8% |
| 3M | -5.5% | -7.3% | +1.8% | -4.8% |
| 6M | +9.2% | -18.3% | +27.4% | +12.0% |
| YTD | +23.0% | -19.2% | +42.2% | +24.7% |
| 1Y | +20.7% | +26.1% | -5.4% | +9.6% |
| All | +20.7% | +24.3% | -3.6% | +9.6% |
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 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