+196.2%
PAAS vs SIRI
-7.4%
+203.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -8.9% | -1.7% | -7.2% | -8.6% |
| 30D | -11.4% | +21.1% | -32.5% | -14.4% |
| 3M | -20.4% | +14.7% | -35.2% | -22.5% |
| 6M | -40.7% | +22.9% | -63.6% | -43.0% |
| YTD | -26.9% | +65.7% | -92.7% | -33.8% |
| 1Y | -3.1% | +53.5% | -56.5% | -10.8% |
| 3Y | +199.3% | -23.0% | +222.3% | +202.1% |
| 5Y | +48.3% | -41.5% | +89.8% | +54.1% |
| All | +196.2% | -7.4% | +203.6% | +190.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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