+122.0%
SU vs PAAS
+242.6%
-120.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | -1.0% | +2.0% | -3.0% | -1.1% |
| 30D | +13.7% | -0.1% | +13.8% | +13.5% |
| 3M | +8.0% | +8.2% | -0.2% | +6.9% |
| 6M | +21.0% | -13.8% | +34.8% | +22.1% |
| YTD | +56.2% | -0.6% | +56.9% | +53.5% |
| 1Y | +72.2% | +44.0% | +28.2% | +58.7% |
| All | +122.0% | +242.6% | -120.6% | +74.4% |
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 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