+77.4%
PAHC vs SPY
+81.8%
-4.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -1.9% | -2.0% |
| 7D | -2.5% | +0.5% | -3.0% | -2.9% |
| 30D | +9.1% | -0.9% | +10.1% | +10.0% |
| 3M | +17.8% | +3.9% | +14.0% | +13.8% |
| 6M | -21.6% | +14.5% | -36.1% | -30.5% |
| YTD | +0.8% | +12.9% | -12.1% | -9.7% |
| 1Y | -4.2% | +19.4% | -23.6% | -18.4% |
| 3Y | +216.5% | +78.5% | +138.0% | +99.2% |
| 5Y | +77.4% | +81.8% | -4.3% | +9.1% |
| All | +77.4% | +81.8% | -4.3% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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