+185.5%
PAAS vs STT
+198.3%
-12.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.4% | -6.3% | -5.9% |
| 7D | +4.2% | +1.1% | +3.1% | +4.0% |
| 30D | -13.8% | -1.9% | -11.9% | -13.4% |
| 3M | -22.7% | -7.6% | -15.1% | -21.6% |
| 6M | -32.1% | +16.0% | -48.1% | -33.7% |
| YTD | -22.3% | +36.2% | -58.5% | -26.1% |
| 1Y | +7.7% | +46.8% | -39.1% | +1.2% |
| 3Y | +214.0% | +177.8% | +36.2% | +168.9% |
| 5Y | +63.2% | +105.8% | -42.6% | +40.6% |
| 10Y | +185.5% | +197.6% | -12.1% | +158.0% |
| All | +185.5% | +198.3% | -12.8% | +158.0% |
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