+584.9%
XYZ vs PAAS
+205.7%
+379.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +3.0% |
| 7D | -1.1% | -8.9% | +7.9% | +1.1% |
| 30D | +11.5% | -11.4% | +22.9% | +14.7% |
| 3M | +1.8% | -20.4% | +22.2% | +7.0% |
| 6M | +21.2% | -40.7% | +61.9% | +35.1% |
| YTD | +29.9% | -26.9% | +56.9% | +36.6% |
| 1Y | +35.8% | -3.1% | +38.8% | +33.3% |
| 3Y | +62.6% | +199.3% | -136.7% | +18.1% |
| 5Y | -62.8% | +48.3% | -111.1% | -69.6% |
| All | +584.9% | +205.7% | +379.2% | +439.1% |
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 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