+599.6%
XYZ vs PAAS
+206.7%
+392.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.2% |
| 7D | -1.0% | -2.9% | +1.9% | -0.3% |
| 30D | -1.7% | +6.8% | -8.5% | -3.5% |
| 3M | +16.7% | -2.9% | +19.6% | +16.6% |
| 6M | +26.9% | -16.4% | +43.3% | +30.2% |
| YTD | +27.1% | 0.0% | +27.1% | +24.6% |
| 1Y | +9.3% | +54.3% | -45.1% | -4.0% |
| 3Y | +42.3% | +230.7% | -188.4% | +1.2% |
| 5Y | -69.3% | +111.6% | -181.0% | -76.7% |
| All | +599.6% | +206.7% | +392.9% | +431.2% |
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