+86.7%
SYY vs PAAS
+205.7%
-119.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | +0.3% | -8.9% | +9.2% | +1.0% |
| 30D | -4.8% | -11.4% | +6.6% | -3.9% |
| 3M | -7.1% | -20.4% | +13.4% | -5.6% |
| 6M | +6.8% | -40.7% | +47.5% | +10.7% |
| YTD | +7.7% | -26.9% | +34.6% | +9.1% |
| 1Y | +5.7% | -3.1% | +8.7% | +4.5% |
| 3Y | +24.6% | +199.3% | -174.7% | +8.8% |
| 5Y | +15.6% | +48.3% | -32.7% | +5.9% |
| All | +86.7% | +205.7% | -119.0% | +60.0% |
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