+120.7%
XLK vs PAAS
+255.3%
-134.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.6% |
| 7D | +2.3% | +2.6% | -0.3% | +1.9% |
| 30D | +0.8% | +2.5% | -1.6% | +0.3% |
| 3M | +4.1% | +15.1% | -11.0% | +1.4% |
| 6M | +34.8% | -12.1% | +46.8% | +35.7% |
| YTD | +30.8% | +3.1% | +27.7% | +28.3% |
| 1Y | +42.4% | +50.8% | -8.5% | +32.1% |
| All | +120.7% | +255.3% | -134.7% | +85.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling