+599.5%
XYZ vs PAAS
+192.1%
+407.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +1.4% |
| 7D | +12.1% | +8.4% | +3.7% | +10.3% |
| 30D | +12.4% | -7.2% | +19.5% | +14.2% |
| 3M | +8.2% | -14.0% | +22.2% | +11.3% |
| 6M | +20.7% | -26.8% | +47.4% | +28.0% |
| YTD | +31.3% | -19.8% | +51.1% | +35.0% |
| 1Y | +20.5% | +22.8% | -2.3% | +12.0% |
| 3Y | +72.6% | +183.6% | -111.0% | +26.8% |
| 5Y | -64.0% | +73.8% | -137.8% | -71.4% |
| All | +599.5% | +192.1% | +407.4% | +440.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling