+70.8%
PAAS vs SUI
-26.3%
+97.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +2.9% | +2.0% |
| 7D | +8.4% | +6.2% | +2.2% | +6.1% |
| 30D | -7.2% | +8.6% | -15.8% | -10.2% |
| 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% | +21.4% |
| 3Y | +183.6% | +15.3% | +168.4% | +156.6% |
| All | +70.8% | -26.3% | +97.1% | +81.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling