+185.4%
SW vs PAAS
+187.9%
-2.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.3% |
| 7D | +4.7% | -0.4% | +5.1% | +4.7% |
| 30D | +5.0% | -11.6% | +16.6% | +5.9% |
| 3M | -7.3% | -15.6% | +8.3% | -6.3% |
| 6M | +15.0% | -19.1% | +34.1% | +16.5% |
| YTD | +18.5% | -20.9% | +39.5% | +19.9% |
| 1Y | +27.1% | +21.3% | +5.8% | +25.0% |
| 3Y | +49.3% | +177.4% | -128.1% | +38.5% |
| 5Y | -1.6% | +71.3% | -73.0% | -8.5% |
| All | +185.4% | +187.9% | -2.5% | +160.3% |
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