+197.9%
PAAS vs SMTC
+351.6%
-153.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.6% | +0.5% | -3.4% |
| 7D | -7.0% | +30.5% | -37.5% | -11.0% |
| 30D | -15.3% | -30.9% | +15.6% | -11.2% |
| 3M | -27.7% | -14.7% | -13.1% | -27.5% |
| 6M | -40.5% | -9.6% | -30.9% | -41.5% |
| YTD | -26.5% | +62.1% | -88.6% | -34.6% |
| 1Y | -0.8% | +66.6% | -67.4% | -12.1% |
| 3Y | +196.9% | +718.1% | -521.1% | +89.2% |
| 5Y | +49.2% | +32.8% | +16.4% | +21.8% |
| All | +197.9% | +351.6% | -153.6% | +84.2% |
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