+265.7%
SU vs PAAS
+232.4%
+33.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.3% | +4.1% | +0.4% |
| 7D | +1.7% | -3.7% | +5.4% | +2.1% |
| 30D | +9.6% | -1.9% | +11.5% | +9.6% |
| 3M | +11.7% | +15.1% | -3.3% | +9.0% |
| 6M | +21.9% | -17.1% | +39.0% | +23.4% |
| YTD | +58.6% | -1.3% | +60.0% | +55.4% |
| 1Y | +66.5% | +41.1% | +25.4% | +53.5% |
| 3Y | +121.4% | +244.2% | -122.8% | +73.1% |
| 5Y | +355.7% | +120.8% | +234.9% | +271.9% |
| All | +265.7% | +232.4% | +33.3% | +178.0% |
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