+197.9%
PAAS vs SIMO
+423.7%
-225.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.9% | -3.8% |
| 7D | -7.0% | +14.9% | -21.9% | -9.0% |
| 30D | -15.3% | -27.0% | +11.7% | -11.8% |
| 3M | -27.7% | -25.4% | -2.4% | -25.6% |
| 6M | -40.5% | -30.3% | -10.2% | -39.2% |
| YTD | -26.5% | +95.8% | -122.3% | -39.2% |
| 1Y | -0.8% | +100.0% | -100.8% | -18.2% |
| 3Y | +196.9% | +238.3% | -41.3% | +116.8% |
| 5Y | +49.2% | +187.6% | -138.4% | +7.4% |
| All | +197.9% | +423.7% | -225.8% | +74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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