+71.3%
PAAS vs SUI
-25.7%
+97.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.4% |
| 7D | -0.4% | +8.8% | -9.2% | -3.3% |
| 30D | -11.6% | +8.9% | -20.6% | -14.5% |
| 3M | -15.6% | +2.0% | -17.6% | -16.5% |
| 6M | -19.1% | -0.6% | -18.5% | -19.5% |
| YTD | -20.9% | +1.3% | -22.3% | -22.0% |
| 1Y | +21.3% | +1.3% | +20.0% | +19.6% |
| 3Y | +177.4% | +16.3% | +161.1% | +150.3% |
| 5Y | +71.3% | -25.1% | +96.4% | +81.6% |
| All | +71.3% | -25.7% | +97.0% | +81.6% |
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