+196.2%
PAAS vs SUI
+123.0%
+73.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.9% |
| 7D | -8.9% | -1.5% | -7.4% | -8.4% |
| 30D | -11.4% | +3.7% | -15.2% | -12.7% |
| 3M | -20.4% | -0.4% | -20.1% | -20.5% |
| 6M | -40.7% | -2.8% | -37.9% | -40.5% |
| YTD | -26.9% | -1.6% | -25.3% | -27.1% |
| 1Y | -3.1% | -2.1% | -1.0% | -3.2% |
| 3Y | +199.3% | +18.5% | +180.8% | +173.0% |
| 5Y | +48.3% | -26.5% | +74.8% | +58.6% |
| All | +196.2% | +123.0% | +73.2% | +150.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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