+40.9%
XYZ vs PAAS
+236.3%
-195.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.2% |
| 7D | -1.0% | -2.9% | +1.9% | -0.2% |
| 30D | -1.7% | +6.8% | -8.5% | -3.7% |
| 3M | +16.7% | -2.9% | +19.6% | +16.6% |
| 6M | +26.9% | -16.4% | +43.3% | +30.5% |
| YTD | +27.1% | 0.0% | +27.1% | +24.6% |
| 1Y | +9.3% | +54.3% | -45.1% | -5.0% |
| All | +40.9% | +236.3% | -195.4% | -9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling