+200.1%
PAAS vs STT
+267.1%
-67.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | -2.9% | +0.5% | -3.4% | -3.0% |
| 30D | +6.8% | +3.9% | +2.9% | +6.0% |
| 3M | -2.9% | +20.0% | -22.8% | -5.9% |
| 6M | -16.4% | +55.3% | -71.7% | -22.5% |
| YTD | 0.0% | +53.3% | -53.3% | -7.1% |
| 1Y | +54.3% | +74.7% | -20.4% | +40.6% |
| 3Y | +230.7% | +205.8% | +24.8% | +177.0% |
| 5Y | +111.6% | +145.0% | -33.4% | +77.5% |
| All | +200.1% | +267.1% | -67.0% | +130.8% |
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