+186.4%
PAAS vs STT
+211.9%
-25.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.2% | -0.3% | +2.3% |
| 7D | +8.8% | +0.9% | +7.9% | +8.7% |
| 30D | -8.5% | -2.3% | -6.1% | -8.0% |
| 3M | -17.0% | -7.0% | -10.0% | -15.9% |
| 6M | -27.9% | +15.5% | -43.4% | -29.6% |
| YTD | -17.5% | +35.6% | -53.1% | -21.5% |
| 1Y | +22.8% | +47.9% | -25.0% | +15.4% |
| 3Y | +224.2% | +181.1% | +43.1% | +177.6% |
| 5Y | +73.6% | +108.2% | -34.6% | +49.7% |
| 10Y | +186.4% | +201.0% | -14.6% | +171.4% |
| All | +186.4% | +211.9% | -25.5% | +171.4% |
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