+14.3%
PAAS vs SIMO
+80.9%
-66.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.7% | -2.8% | +2.4% |
| 7D | +8.8% | -8.2% | +17.0% | +9.2% |
| 30D | -8.5% | -34.6% | +26.2% | -5.8% |
| 3M | -17.0% | -32.6% | +15.6% | -14.9% |
| 6M | -27.9% | -31.8% | +3.9% | -26.4% |
| YTD | -17.5% | +87.6% | -105.1% | -26.7% |
| All | +14.3% | +80.9% | -66.6% | +2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling