+1.0%
XLU vs PAAS
+24.3%
-23.3%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.4% | -7.9% | +0.2% |
| 7D | +2.6% | -1.1% | +3.7% | +2.6% |
| 30D | +9.1% | -8.5% | +17.6% | +9.4% |
| 3M | -0.4% | -7.3% | +6.9% | -0.3% |
| 6M | -4.7% | -18.3% | +13.6% | -4.1% |
| YTD | +4.3% | -19.2% | +23.5% | +4.1% |
| 1Y | +1.0% | +26.1% | -25.2% | -3.4% |
| All | +1.0% | +24.3% | -23.3% | -3.4% |
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