+30.8%
XLV vs PAAS
+238.2%
-207.4%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.2% |
| 7D | -3.6% | -1.9% | -1.6% | -3.5% |
| 30D | -1.8% | -3.6% | +1.7% | -1.8% |
| 3M | +7.8% | +8.6% | -0.8% | +7.3% |
| 6M | +9.1% | -16.7% | +25.8% | +9.6% |
| YTD | +7.7% | -1.9% | +9.7% | +7.3% |
| 1Y | +20.4% | +38.0% | -17.6% | +17.8% |
| 3Y | +30.8% | +234.9% | -204.2% | +20.1% |
| All | +30.8% | +238.2% | -207.4% | +20.1% |
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