+4,158.8%
PAMT vs SPY
+3,015.5%
+1,143.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.3% |
| 7D | +30.7% | -0.6% | +31.3% | +31.2% |
| 30D | +21.6% | -3.7% | +25.3% | +24.7% |
| 3M | +13.3% | -2.7% | +16.0% | +15.3% |
| 6M | +50.6% | +2.2% | +48.4% | +47.7% |
| YTD | +28.6% | +10.8% | +17.8% | +19.4% |
| 1Y | +46.1% | +11.2% | +34.8% | +35.3% |
| 3Y | -13.9% | +76.5% | -90.4% | -43.2% |
| 5Y | -51.5% | +72.9% | -124.4% | -66.7% |
| 10Y | +189.1% | +304.8% | -115.7% | +25.4% |
| All | +4,158.8% | +3,015.5% | +1,143.3% | +1,506.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling