+363.5%
SE vs PAAS
+152.3%
+211.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.3% |
| 7D | -0.5% | -8.9% | +8.4% | +1.6% |
| 30D | -20.9% | -11.4% | -9.5% | -18.8% |
| 3M | -38.9% | -20.4% | -18.4% | -36.0% |
| 6M | -19.4% | -40.7% | +21.3% | -10.4% |
| YTD | -40.9% | -26.9% | -14.0% | -37.8% |
| 1Y | -46.2% | -3.1% | -43.1% | -46.9% |
| 3Y | +63.7% | +199.3% | -135.5% | +19.6% |
| 5Y | -77.9% | +48.3% | -126.2% | -81.6% |
| All | +363.5% | +152.3% | +211.2% | +291.8% |
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