+186.8%
SO vs PAAS
+178.0%
+8.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.9% | -1.6% | +1.1% |
| 7D | -1.1% | +8.8% | -9.9% | -1.8% |
| 30D | +8.6% | -8.5% | +17.0% | +9.2% |
| 3M | +1.8% | -17.0% | +18.8% | +2.9% |
| 6M | +3.6% | -27.9% | +31.5% | +5.7% |
| YTD | +9.9% | -17.5% | +27.4% | +10.1% |
| 1Y | +5.7% | +22.8% | -17.1% | +2.0% |
| 3Y | +52.5% | +224.2% | -171.7% | +31.7% |
| 5Y | +77.3% | +73.6% | +3.7% | +59.1% |
| 10Y | +186.8% | +186.4% | +0.4% | +133.2% |
| All | +186.8% | +178.0% | +8.8% | +133.2% |
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 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