+150.2%
SPMO vs PAAS
+117.9%
+32.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | +3.4% | +2.0% | +1.4% | +3.1% |
| 30D | +0.5% | -0.1% | +0.6% | +0.3% |
| 3M | +1.9% | +8.2% | -6.3% | +0.5% |
| 6M | +27.8% | -13.8% | +41.6% | +29.0% |
| YTD | +26.7% | -0.6% | +27.3% | +25.1% |
| 1Y | +28.9% | +44.0% | -15.1% | +21.5% |
| 3Y | +160.7% | +246.6% | -85.9% | +117.8% |
| 5Y | +150.2% | +116.1% | +34.1% | +115.6% |
| All | +150.2% | +117.9% | +32.3% | +115.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling