+185.5%
PAAS vs SBAC
+103.9%
+81.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.6% | -6.4% | -6.0% |
| 7D | +4.2% | +3.6% | +0.5% | +3.1% |
| 30D | -13.8% | +4.9% | -18.7% | -15.2% |
| 3M | -22.7% | +6.5% | -29.2% | -24.4% |
| 6M | -32.1% | -11.1% | -21.0% | -30.1% |
| YTD | -22.3% | +0.9% | -23.2% | -24.2% |
| 1Y | +7.7% | -1.6% | +9.2% | +5.8% |
| 3Y | +214.0% | -7.0% | +221.0% | +210.8% |
| 5Y | +63.2% | -39.2% | +102.4% | +86.0% |
| 10Y | +185.5% | +111.4% | +74.1% | +132.9% |
| All | +185.5% | +103.9% | +81.6% | +132.9% |
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