+251.0%
SPOT vs PAAS
+271.8%
-20.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -1.7% |
| 7D | -6.5% | +2.6% | -9.1% | -6.9% |
| 30D | +2.2% | +2.5% | -0.3% | +1.4% |
| 3M | +5.4% | +15.1% | -9.7% | +2.1% |
| 6M | -4.0% | -12.1% | +8.0% | -3.1% |
| YTD | -9.9% | +3.1% | -13.0% | -12.2% |
| 1Y | -27.3% | +50.8% | -78.1% | -34.3% |
| 3Y | +236.4% | +259.5% | -23.1% | +154.2% |
| 5Y | +112.6% | +126.3% | -13.7% | +68.7% |
| All | +251.0% | +271.8% | -20.8% | +172.8% |
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