+1,269.9%
PAAS vs SUI
+3,072.8%
-1,802.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -2.9% | -2.8% | -0.1% | -2.1% |
| 30D | +6.8% | -1.2% | +8.0% | +7.1% |
| 3M | -2.9% | -1.7% | -1.1% | -2.8% |
| 6M | -16.4% | -10.5% | -6.0% | -13.9% |
| YTD | 0.0% | -1.8% | +1.9% | +0.1% |
| 1Y | +54.3% | -4.1% | +58.4% | +55.2% |
| 3Y | +230.7% | +11.3% | +219.4% | +214.3% |
| 5Y | +111.6% | -32.1% | +143.7% | +130.7% |
| 10Y | +211.7% | +110.4% | +101.3% | +140.8% |
| All | +1,269.9% | +3,072.8% | -1,802.9% | +509.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling