+358.3%
SE vs PAAS
+153.8%
+204.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +1.7% |
| 7D | -1.5% | -7.0% | +5.6% | +0.1% |
| 30D | -22.3% | -15.3% | -7.0% | -19.4% |
| 3M | -41.8% | -27.7% | -14.1% | -37.8% |
| 6M | -22.4% | -40.5% | +18.1% | -13.8% |
| YTD | -41.6% | -26.5% | -15.1% | -38.5% |
| 1Y | -48.0% | -0.8% | -47.2% | -49.0% |
| 3Y | +63.9% | +196.9% | -133.1% | +19.9% |
| 5Y | -78.2% | +49.2% | -127.3% | -81.9% |
| All | +358.3% | +153.8% | +204.5% | +286.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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