+78.3%
SPY vs PAAS
+197.4%
-119.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.8% | +0.1% |
| 7D | +3.3% | -7.0% | +10.3% | +4.0% |
| 30D | -2.7% | -15.3% | +12.6% | -1.1% |
| 3M | -1.7% | -27.7% | +26.0% | +1.2% |
| 6M | +3.1% | -40.5% | +43.5% | +7.8% |
| YTD | +11.9% | -26.5% | +38.4% | +13.8% |
| 1Y | +12.0% | -0.8% | +12.8% | +10.3% |
| All | +78.3% | +197.4% | -119.0% | +54.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling