+186.4%
PAAS vs SIMO
+436.4%
-250.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.7% | -2.8% | +2.0% |
| 7D | +8.8% | -8.2% | +17.0% | +9.7% |
| 30D | -8.5% | -34.6% | +26.2% | -3.1% |
| 3M | -17.0% | -32.6% | +15.6% | -13.4% |
| 6M | -27.9% | -31.8% | +3.9% | -26.1% |
| YTD | -17.5% | +87.6% | -105.1% | -31.1% |
| 1Y | +22.8% | +86.7% | -63.8% | +2.6% |
| 3Y | +224.2% | +227.4% | -3.2% | +138.6% |
| 5Y | +73.6% | +173.0% | -99.4% | +26.5% |
| 10Y | +186.4% | +409.6% | -223.3% | +67.9% |
| All | +186.4% | +436.4% | -250.0% | +67.9% |
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