+204.8%
PAAS vs SMTC
+439.5%
-234.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +9.2% | -11.6% | -3.9% |
| 7D | -2.9% | +12.7% | -15.6% | -4.8% |
| 30D | +6.8% | +22.0% | -15.2% | +2.7% |
| 3M | -2.9% | -12.7% | +9.8% | -2.3% |
| 6M | -16.4% | +64.8% | -81.2% | -24.6% |
| YTD | 0.0% | +100.7% | -100.7% | -12.6% |
| 1Y | +54.3% | +146.9% | -92.6% | +30.2% |
| 3Y | +230.7% | +456.8% | -226.1% | +124.6% |
| 5Y | +111.6% | +89.2% | +22.4% | +65.5% |
| All | +204.8% | +439.5% | -234.8% | +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