+196.3%
SO vs PAAS
+183.5%
+12.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.3% |
| 7D | +0.8% | -5.2% | +6.0% | +1.1% |
| 30D | +7.8% | -13.9% | +21.7% | +8.9% |
| 3M | +2.9% | -23.8% | +26.7% | +4.7% |
| 6M | +2.5% | -36.4% | +38.9% | +5.5% |
| YTD | +10.3% | -23.4% | +33.6% | +11.0% |
| 1Y | +6.4% | +5.6% | +0.7% | +4.0% |
| 3Y | +52.8% | +209.7% | -156.9% | +32.4% |
| 5Y | +78.7% | +55.6% | +23.1% | +61.7% |
| 10Y | +196.3% | +212.2% | -15.9% | +140.1% |
| All | +196.3% | +183.5% | +12.8% | +140.1% |
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