+188.9%
PAAS vs STT
+204.5%
-15.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +8.4% | -2.5% | +10.9% | +8.9% |
| 30D | -7.2% | -5.0% | -2.2% | -6.3% |
| 3M | -14.0% | -10.5% | -3.6% | -12.3% |
| 6M | -26.8% | +10.0% | -36.8% | -27.9% |
| YTD | -19.8% | +30.7% | -50.5% | -23.2% |
| 1Y | +22.8% | +43.8% | -20.9% | +16.0% |
| 3Y | +183.6% | +168.1% | +15.6% | +144.6% |
| 5Y | +73.8% | +101.4% | -27.6% | +50.7% |
| All | +188.9% | +204.5% | -15.6% | +169.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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