+505.4%
SPMO vs PAAS
+471.5%
+33.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.4% | +5.1% | +3.8% |
| 7D | +1.8% | -5.2% | +7.0% | +2.3% |
| 30D | -10.0% | -13.9% | +3.9% | -8.8% |
| 3M | -9.4% | -23.8% | +14.4% | -7.3% |
| 6M | -7.7% | -36.4% | +28.7% | -4.3% |
| YTD | +13.3% | -23.4% | +36.7% | +15.0% |
| 1Y | +12.7% | +5.6% | +7.1% | +11.2% |
| 3Y | +127.5% | +209.7% | -82.2% | +102.7% |
| 5Y | +119.7% | +55.6% | +64.1% | +102.9% |
| 10Y | +469.5% | +212.2% | +257.2% | +411.3% |
| All | +505.4% | +471.5% | +33.9% | +451.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling