+55.6%
PAAS vs STLA
-72.6%
+128.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | -0.6% |
| 7D | -5.2% | -11.6% | +6.4% | -2.6% |
| 30D | -13.9% | -6.2% | -7.8% | -12.8% |
| 3M | -23.8% | -24.6% | +0.8% | -19.4% |
| 6M | -36.4% | -44.9% | +8.5% | -28.4% |
| YTD | -23.4% | -62.3% | +38.9% | -8.5% |
| 1Y | +5.6% | -61.8% | +67.4% | +25.3% |
| 3Y | +209.7% | -75.3% | +285.0% | +300.7% |
| 5Y | +55.6% | -72.5% | +128.1% | +74.1% |
| All | +55.6% | -72.6% | +128.1% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 5y: compounded portfolio wealth divided by compounded STLA 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…
5y analysis · Full analysis span regression · 6 months rolling