+72.6%
XYZ vs PAAS
+182.2%
-109.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +1.4% |
| 7D | +12.1% | +8.4% | +3.7% | +10.2% |
| 30D | +12.4% | -7.2% | +19.5% | +14.2% |
| 3M | +8.2% | -14.0% | +22.2% | +11.2% |
| 6M | +20.7% | -26.8% | +47.4% | +28.1% |
| YTD | +31.3% | -19.8% | +51.1% | +35.3% |
| 1Y | +20.5% | +22.8% | -2.3% | +12.0% |
| 3Y | +72.6% | +183.6% | -111.0% | +19.2% |
| All | +72.6% | +182.2% | -109.5% | +19.2% |
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 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