+70.3%
SE vs PAAS
+182.2%
-111.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.3% | -0.2% |
| 7D | +2.0% | +8.4% | -6.4% | +0.3% |
| 30D | -20.0% | -7.2% | -12.8% | -18.9% |
| 3M | -31.8% | -14.0% | -17.8% | -30.0% |
| 6M | -15.9% | -26.8% | +10.9% | -11.3% |
| YTD | -40.6% | -19.8% | -20.8% | -38.4% |
| 1Y | -50.7% | +22.8% | -73.5% | -52.3% |
| 3Y | +70.3% | +183.6% | -113.3% | +48.2% |
| All | +70.3% | +182.2% | -111.9% | +48.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling