+199.3%
PAAS vs SMTC
+698.5%
-499.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | 0.0% |
| 7D | -8.9% | +11.0% | -19.9% | -10.5% |
| 30D | -11.4% | -28.5% | +17.1% | -7.7% |
| 3M | -20.4% | -14.2% | -6.2% | -20.2% |
| 6M | -40.7% | -18.0% | -22.7% | -40.8% |
| YTD | -26.9% | +55.5% | -82.4% | -34.1% |
| 1Y | -3.1% | +69.5% | -72.6% | -13.7% |
| 3Y | +199.3% | +699.7% | -500.4% | +93.3% |
| All | +199.3% | +698.5% | -499.3% | +93.3% |
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