+52.5%
SO vs PAAS
+206.7%
-154.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.8% | +5.9% | +0.3% |
| 7D | -0.1% | +4.2% | -4.3% | -0.3% |
| 30D | +8.7% | -13.8% | +22.5% | +9.2% |
| 3M | +3.4% | -22.7% | +26.1% | +4.2% |
| 6M | +3.7% | -32.1% | +35.8% | +5.1% |
| YTD | +10.0% | -22.3% | +32.3% | +10.2% |
| 1Y | +6.6% | +7.7% | -1.1% | +4.5% |
| 3Y | +52.5% | +214.0% | -161.5% | +25.6% |
| All | +52.5% | +206.7% | -154.2% | +25.6% |
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