+7,968.7%
SU vs PAAS
+923.4%
+7,045.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +2.1% |
| 7D | -4.3% | -5.2% | +0.9% | -3.3% |
| 30D | -6.2% | -13.9% | +7.8% | -3.8% |
| 3M | +9.7% | -23.8% | +33.5% | +14.6% |
| 6M | +7.3% | -36.4% | +43.7% | +15.2% |
| YTD | +58.7% | -23.4% | +82.1% | +60.6% |
| 1Y | +59.7% | +5.6% | +54.1% | +50.4% |
| 3Y | +129.2% | +209.7% | -80.5% | +64.5% |
| 5Y | +223.7% | +55.6% | +168.1% | +160.7% |
| 10Y | +235.9% | +212.2% | +23.7% | +104.0% |
| All | +7,968.7% | +923.4% | +7,045.3% | +3,892.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling