+212.2%
PAAS vs SBAC
+109.8%
+102.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.6% | -1.1% |
| 7D | -5.2% | -2.8% | -2.4% | -4.4% |
| 30D | -13.9% | +3.1% | -17.1% | -14.9% |
| 3M | -23.8% | +5.1% | -28.9% | -25.1% |
| 6M | -36.4% | -11.4% | -25.0% | -34.5% |
| YTD | -23.4% | +0.2% | -23.6% | -25.1% |
| 1Y | +5.6% | -3.9% | +9.6% | +4.7% |
| 3Y | +209.7% | -7.7% | +217.4% | +207.3% |
| 5Y | +55.6% | -39.7% | +95.3% | +77.6% |
| 10Y | +212.2% | +111.9% | +100.3% | +166.4% |
| All | +212.2% | +109.8% | +102.4% | +166.4% |
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