+1,770.3%
SMCI vs PAAS
+230.4%
+1,540.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.4% |
| 7D | +1.3% | -1.9% | +3.2% | +1.6% |
| 30D | +6.6% | -3.6% | +10.2% | +7.0% |
| 3M | +25.4% | +8.6% | +16.9% | +23.0% |
| 6M | +26.1% | -16.7% | +42.8% | +30.3% |
| YTD | +37.0% | -1.9% | +38.9% | +37.7% |
| 1Y | -8.8% | +38.0% | -46.8% | -13.0% |
| 3Y | +44.6% | +234.9% | -190.3% | +20.3% |
| 5Y | +995.9% | +119.5% | +876.5% | +836.3% |
| All | +1,770.3% | +230.4% | +1,540.0% | +1,418.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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