+186.4%
PAAS vs SBAC
+97.3%
+89.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.7% |
| 7D | +8.8% | +3.0% | +5.9% | +7.9% |
| 30D | -8.5% | +4.3% | -12.8% | -9.8% |
| 3M | -17.0% | +4.1% | -21.2% | -18.3% |
| 6M | -27.9% | -11.6% | -16.3% | -25.7% |
| YTD | -17.5% | +0.4% | -17.8% | -19.4% |
| 1Y | +22.8% | -1.1% | +23.9% | +20.5% |
| 3Y | +224.2% | -7.3% | +231.5% | +221.1% |
| 5Y | +73.6% | -40.8% | +114.4% | +99.7% |
| 10Y | +186.4% | +103.0% | +83.4% | +129.4% |
| All | +186.4% | +97.3% | +89.1% | +129.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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