+379.5%
SE vs PAAS
+185.0%
+194.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.9% | +0.1% | +2.3% |
| 7D | +3.3% | +8.8% | -5.6% | +1.3% |
| 30D | -18.2% | -8.5% | -9.7% | -16.6% |
| 3M | -31.3% | -17.0% | -14.3% | -28.7% |
| 6M | -10.1% | -27.9% | +17.8% | -4.4% |
| YTD | -38.9% | -17.5% | -21.4% | -37.3% |
| 1Y | -48.0% | +22.8% | -70.8% | -51.3% |
| 3Y | +78.8% | +224.2% | -145.4% | +28.3% |
| 5Y | -77.1% | +73.6% | -150.8% | -81.6% |
| All | +379.5% | +185.0% | +194.5% | +294.4% |
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