+238.8%
SU vs PAAS
+205.7%
+33.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +1.7% | -8.9% | +10.6% | +2.8% |
| 30D | -7.9% | -11.4% | +3.5% | -6.7% |
| 3M | +7.5% | -20.4% | +28.0% | +10.0% |
| 6M | +7.2% | -40.7% | +47.9% | +13.3% |
| YTD | +60.9% | -26.9% | +87.9% | +63.0% |
| 1Y | +63.6% | -3.1% | +66.7% | +58.3% |
| 3Y | +128.9% | +199.3% | -70.4% | +81.0% |
| 5Y | +228.3% | +48.3% | +180.0% | +180.2% |
| All | +238.8% | +205.7% | +33.1% | +157.4% |
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