+322.9%
SPYM vs PAAS
+218.1%
+104.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -0.8% |
| 7D | -0.4% | +2.6% | -3.0% | -0.6% |
| 30D | -1.4% | +2.5% | -3.9% | -1.7% |
| 3M | +3.7% | +15.1% | -11.3% | +2.1% |
| 6M | +13.0% | -12.1% | +25.1% | +13.7% |
| YTD | +12.5% | +3.1% | +9.4% | +11.0% |
| 1Y | +18.6% | +50.8% | -32.2% | +12.5% |
| 3Y | +78.0% | +259.5% | -181.5% | +52.7% |
| 5Y | +82.3% | +126.3% | -44.0% | +60.1% |
| 10Y | +322.9% | +239.7% | +83.1% | +257.6% |
| All | +322.9% | +218.1% | +104.7% | +257.6% |
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 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