+25.1%
XYZ vs PAAS
+0.9%
+24.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | -2.9% |
| 7D | -2.1% | -7.0% | +4.9% | -0.1% |
| 30D | +7.0% | -15.3% | +22.3% | +11.4% |
| 3M | +5.1% | -27.7% | +32.8% | +12.9% |
| 6M | +14.1% | -40.5% | +54.5% | +27.5% |
| YTD | +26.4% | -26.5% | +52.9% | +34.7% |
| 1Y | +25.1% | -0.8% | +25.8% | +22.6% |
| All | +25.1% | +0.9% | +24.2% | +22.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling