+26.1%
PAAS vs SMTC
+70.8%
-44.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -12.9% | +21.3% | +10.8% |
| 7D | -1.1% | -24.5% | +23.4% | +4.2% |
| 30D | -8.5% | -42.5% | +34.0% | +1.6% |
| 3M | -7.3% | -14.1% | +6.8% | -7.1% |
| 6M | -18.3% | +3.6% | -21.9% | -24.1% |
| YTD | -19.2% | +50.6% | -69.7% | -33.2% |
| 1Y | +26.1% | +72.2% | -46.1% | -2.4% |
| All | +26.1% | +70.8% | -44.7% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 1y: compounded portfolio wealth divided by compounded SMTC 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…
1y analysis · Full analysis span regression · 6 months rolling