+223.7%
SU vs PAAS
+58.4%
+165.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +2.0% |
| 7D | -4.3% | -5.2% | +0.9% | -3.6% |
| 30D | -6.2% | -13.9% | +7.8% | -4.5% |
| 3M | +9.7% | -23.8% | +33.5% | +13.1% |
| 6M | +7.3% | -36.4% | +43.7% | +13.2% |
| YTD | +58.7% | -23.4% | +82.1% | +59.3% |
| 1Y | +59.7% | +5.6% | +54.1% | +49.7% |
| 3Y | +129.2% | +209.7% | -80.5% | +59.5% |
| 5Y | +223.7% | +55.6% | +168.1% | +187.8% |
| All | +223.7% | +58.4% | +165.3% | +187.8% |
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