+460.5%
SPMO vs PAAS
+205.7%
+254.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | +6.3% | -8.9% | +15.3% | +7.4% |
| 30D | -8.9% | -11.4% | +2.5% | -7.7% |
| 3M | -13.2% | -20.4% | +7.2% | -11.3% |
| 6M | -9.3% | -40.7% | +31.4% | -4.7% |
| YTD | +11.6% | -26.9% | +38.5% | +14.0% |
| 1Y | +13.4% | -3.1% | +16.4% | +12.5% |
| 3Y | +122.9% | +199.3% | -76.4% | +94.6% |
| 5Y | +113.9% | +48.3% | +65.6% | +95.7% |
| All | +460.5% | +205.7% | +254.8% | +391.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling