+186.4%
PAAS vs SMTC
+365.8%
-179.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +12.8% | -9.9% | +0.9% |
| 7D | +8.8% | -4.8% | +13.7% | +8.8% |
| 30D | -8.5% | -37.8% | +29.4% | -2.5% |
| 3M | -17.0% | -16.5% | -0.5% | -16.4% |
| 6M | -27.9% | -4.4% | -23.5% | -29.8% |
| YTD | -17.5% | +58.0% | -75.5% | -26.1% |
| 1Y | +22.8% | +62.0% | -39.2% | +9.4% |
| 3Y | +224.2% | +745.7% | -521.5% | +106.2% |
| 5Y | +73.6% | +29.0% | +44.6% | +42.5% |
| 10Y | +186.4% | +351.4% | -165.0% | +90.8% |
| All | +186.4% | +365.8% | -179.4% | +90.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling