+264.0%
SPOT vs PAAS
+260.9%
+3.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.7% |
| 7D | -0.9% | -2.9% | +2.0% | -0.4% |
| 30D | +12.5% | +6.8% | +5.7% | +10.9% |
| 3M | +9.9% | -2.9% | +12.8% | +9.6% |
| 6M | +1.6% | -16.4% | +18.0% | +3.4% |
| YTD | -6.6% | 0.0% | -6.6% | -8.4% |
| 1Y | -22.9% | +54.3% | -77.3% | -30.7% |
| 3Y | +244.3% | +230.7% | +13.6% | +163.8% |
| 5Y | +117.8% | +111.6% | +6.2% | +74.5% |
| All | +264.0% | +260.9% | +3.2% | +184.5% |
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