+196.2%
PAAS vs STT
+198.3%
-2.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.4% | -0.6% |
| 7D | -8.9% | +4.8% | -13.7% | -9.7% |
| 30D | -11.4% | +3.9% | -15.3% | -12.0% |
| 3M | -20.4% | -8.2% | -12.3% | -19.2% |
| 6M | -40.7% | +15.6% | -56.3% | -42.1% |
| YTD | -26.9% | +37.6% | -64.6% | -30.7% |
| 1Y | -3.1% | +50.1% | -53.2% | -9.2% |
| 3Y | +199.3% | +183.1% | +16.2% | +155.6% |
| 5Y | +48.3% | +104.8% | -56.5% | +27.7% |
| All | +196.2% | +198.3% | -2.1% | +168.1% |
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