+776.9%
XLK vs PAAS
+232.4%
+544.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.3% | +2.8% | -0.9% |
| 7D | -0.4% | -3.7% | +3.3% | 0.0% |
| 30D | -0.5% | -1.9% | +1.4% | -0.4% |
| 3M | +5.0% | +15.1% | -10.1% | +2.8% |
| 6M | +32.9% | -17.1% | +49.9% | +34.9% |
| YTD | +29.0% | -1.3% | +30.3% | +27.7% |
| 1Y | +37.8% | +41.1% | -3.2% | +30.3% |
| 3Y | +118.7% | +244.2% | -125.5% | +82.8% |
| 5Y | +145.6% | +120.8% | +24.7% | +111.1% |
| All | +776.9% | +232.4% | +544.5% | +625.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling