+183.6%
PAAS vs SMTC
+597.8%
-414.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +12.7% | -11.3% | -0.5% |
| 7D | +8.4% | -19.0% | +27.4% | +11.1% |
| 30D | -7.2% | -46.7% | +39.6% | +1.2% |
| 3M | -14.0% | -23.4% | +9.4% | -12.1% |
| 6M | -26.8% | -13.4% | -13.3% | -27.4% |
| YTD | -19.8% | +40.1% | -59.8% | -26.4% |
| 1Y | +22.8% | +47.7% | -24.8% | +11.8% |
| 3Y | +183.6% | +606.9% | -423.3% | +80.9% |
| All | +183.6% | +597.8% | -414.2% | +80.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling