+179.6%
PAAS vs SIMO
+202.0%
-22.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -14.4% | +12.2% | -0.3% |
| 7D | -0.4% | -31.4% | +31.0% | +4.4% |
| 30D | -11.6% | -45.2% | +33.5% | -4.8% |
| 3M | -15.6% | -36.5% | +20.9% | -11.6% |
| 6M | -19.1% | -34.2% | +15.1% | -17.0% |
| YTD | -20.9% | +69.9% | -90.8% | -35.4% |
| 1Y | +21.3% | +60.4% | -39.1% | +0.5% |
| All | +179.6% | +202.0% | -22.5% | +68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling