+350.4%
SU vs PAAS
+122.5%
+227.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.1% | +1.2% |
| 7D | +1.6% | +2.6% | -1.1% | +1.2% |
| 30D | +10.7% | +2.5% | +8.3% | +10.1% |
| 3M | +13.5% | +15.1% | -1.6% | +10.5% |
| 6M | +21.8% | -12.1% | +33.9% | +22.7% |
| YTD | +58.8% | +3.1% | +55.8% | +53.8% |
| 1Y | +72.0% | +50.8% | +21.2% | +52.9% |
| 3Y | +121.7% | +259.5% | -137.8% | +55.1% |
| 5Y | +350.4% | +126.3% | +224.1% | +252.4% |
| All | +350.4% | +122.5% | +227.9% | +252.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling