+202.7%
PAAS vs SPXU
-99.5%
+302.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.3% |
| 7D | +2.0% | -1.5% | +3.5% | +1.7% |
| 30D | -0.1% | +3.7% | -3.8% | +0.9% |
| 3M | +8.2% | -9.6% | +17.8% | +6.5% |
| 6M | -13.8% | -32.4% | +18.6% | -19.5% |
| YTD | -0.6% | -28.7% | +28.0% | -5.7% |
| 1Y | +44.0% | -38.2% | +82.2% | +33.4% |
| 3Y | +246.6% | -80.4% | +327.0% | +167.9% |
| 5Y | +116.1% | -86.0% | +202.1% | +69.5% |
| 10Y | +202.7% | -99.5% | +302.3% | +38.7% |
| All | +202.7% | -99.5% | +302.3% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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