+199.5%
PAAS vs SIMO
+514.4%
-314.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +8.7% | -11.1% | -3.7% |
| 7D | -2.9% | +4.2% | -7.1% | -3.6% |
| 30D | +6.8% | +4.1% | +2.7% | +5.4% |
| 3M | -2.9% | -12.9% | +10.0% | -2.6% |
| 6M | -16.4% | +110.3% | -126.8% | -29.4% |
| YTD | 0.0% | +178.6% | -178.5% | -20.5% |
| 1Y | +54.3% | +220.0% | -165.7% | +19.1% |
| 3Y | +230.7% | +409.0% | -178.4% | +129.7% |
| 5Y | +111.6% | +277.3% | -165.7% | +48.8% |
| All | +199.5% | +514.4% | -314.9% | +100.0% |
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