+19.4%
XLK vs PAAS
-2.8%
+22.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.9% |
| 7D | +3.4% | -8.9% | +12.3% | +5.2% |
| 30D | -10.6% | -11.4% | +0.8% | -8.5% |
| 3M | -10.6% | -20.4% | +9.8% | -7.0% |
| 6M | -3.5% | -40.7% | +37.2% | +4.5% |
| YTD | +18.7% | -26.9% | +45.6% | +23.2% |
| 1Y | +19.4% | -3.1% | +22.5% | +17.9% |
| All | +19.4% | -2.8% | +22.2% | +17.9% |
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