+649.7%
XLU vs PAAS
+1,260.8%
-611.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +0.9% |
| 7D | +2.1% | +2.0% | +0.1% | +1.9% |
| 30D | -0.4% | -0.1% | -0.3% | -0.5% |
| 3M | +0.5% | +8.2% | -7.8% | -0.3% |
| 6M | -5.8% | -13.8% | +8.0% | -5.3% |
| YTD | +3.1% | -0.6% | +3.8% | +2.3% |
| 1Y | +8.1% | +44.0% | -35.9% | +4.1% |
| 3Y | +50.5% | +246.6% | -196.1% | +34.3% |
| 5Y | +44.7% | +116.1% | -71.4% | +31.8% |
| 10Y | +136.8% | +202.7% | -65.9% | +103.4% |
| All | +649.7% | +1,260.8% | -611.0% | +515.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling