+638.0%
XYZ vs PAAS
+178.0%
+460.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.9% | +0.7% | +2.9% |
| 7D | +14.9% | +8.8% | +6.1% | +12.9% |
| 30D | +14.7% | -8.5% | +23.1% | +16.9% |
| 3M | +12.1% | -17.0% | +29.1% | +16.3% |
| 6M | +18.3% | -27.9% | +46.2% | +25.9% |
| YTD | +36.1% | -17.5% | +53.5% | +39.0% |
| 1Y | +35.3% | +22.8% | +12.5% | +25.8% |
| 3Y | +73.5% | +224.2% | -150.7% | +23.9% |
| 5Y | -61.6% | +73.6% | -135.3% | -69.6% |
| 10Y | +638.0% | +186.4% | +451.6% | +464.0% |
| All | +638.0% | +178.0% | +460.0% | +464.0% |
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