+188.9%
PAAS vs SUI
+115.7%
+73.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +2.9% | +2.0% |
| 7D | +8.4% | +6.2% | +2.2% | +6.2% |
| 30D | -7.2% | +8.6% | -15.8% | -10.0% |
| 3M | -14.0% | +1.0% | -15.0% | -14.6% |
| 6M | -26.8% | -2.6% | -24.2% | -26.6% |
| YTD | -19.8% | -0.1% | -19.7% | -20.4% |
| 1Y | +22.8% | +0.5% | +22.4% | +21.5% |
| 3Y | +183.6% | +15.3% | +168.4% | +161.4% |
| 5Y | +73.8% | -26.1% | +100.0% | +85.6% |
| All | +188.9% | +115.7% | +73.1% | +135.5% |
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