+197.9%
PAAS vs SUI
+120.9%
+77.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -3.9% |
| 7D | -7.0% | -3.8% | -3.2% | -5.8% |
| 30D | -15.3% | +3.9% | -19.2% | -16.6% |
| 3M | -27.7% | +0.2% | -28.0% | -28.0% |
| 6M | -40.5% | -4.2% | -36.3% | -40.0% |
| YTD | -26.5% | -2.5% | -24.0% | -26.4% |
| 1Y | -0.8% | -4.0% | +3.3% | -0.2% |
| 3Y | +196.9% | +16.5% | +180.4% | +172.6% |
| 5Y | +49.2% | -27.2% | +76.4% | +60.1% |
| All | +197.9% | +120.9% | +77.0% | +152.9% |
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