+194.9%
SO vs PAAS
+168.2%
+26.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.8% | +5.9% | +0.5% |
| 7D | -0.1% | +4.2% | -4.3% | -0.5% |
| 30D | +8.7% | -13.8% | +22.5% | +9.7% |
| 3M | +3.4% | -22.7% | +26.1% | +5.1% |
| 6M | +3.7% | -32.1% | +35.8% | +6.2% |
| YTD | +10.0% | -22.3% | +32.3% | +10.7% |
| 1Y | +6.6% | +7.7% | -1.1% | +4.0% |
| 3Y | +52.5% | +214.0% | -161.5% | +32.0% |
| 5Y | +76.1% | +63.2% | +12.8% | +58.8% |
| 10Y | +194.9% | +185.5% | +9.4% | +141.1% |
| All | +194.9% | +168.2% | +26.6% | +141.1% |
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