+19.6%
SYY vs PAAS
+119.4%
-99.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.1% |
| 7D | -2.3% | -2.9% | +0.6% | -2.1% |
| 30D | -4.9% | +6.8% | -11.7% | -5.4% |
| 3M | +8.4% | -2.9% | +11.3% | +8.3% |
| 6M | -7.4% | -16.4% | +9.1% | -6.7% |
| YTD | +11.0% | 0.0% | +11.0% | +10.1% |
| 1Y | -0.2% | +54.3% | -54.6% | -4.3% |
| 3Y | +23.8% | +230.7% | -206.9% | +8.5% |
| All | +19.6% | +119.4% | -99.8% | +6.9% |
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