+3,783.4%
PAMT vs SPY
+3,056.6%
+726.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.3% | -10.1% | -9.8% |
| 7D | +14.5% | -0.9% | +15.4% | +15.0% |
| 30D | +19.5% | -2.4% | +21.8% | +21.2% |
| 3M | +5.4% | -1.2% | +6.6% | +5.9% |
| 6M | +41.0% | +3.3% | +37.7% | +37.1% |
| YTD | +17.3% | +12.3% | +5.0% | +7.8% |
| 1Y | +28.2% | +12.4% | +15.8% | +17.7% |
| 3Y | -21.5% | +78.8% | -100.3% | -48.7% |
| 5Y | -59.1% | +75.2% | -134.3% | -72.2% |
| 10Y | +155.3% | +311.1% | -155.8% | +9.4% |
| All | +3,783.4% | +3,056.6% | +726.8% | +1,349.8% |
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