+43.4%
SMCI vs PAAS
+247.3%
-203.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.9% |
| 7D | +9.7% | +2.0% | +7.7% | +8.9% |
| 30D | +29.3% | -0.1% | +29.4% | +28.6% |
| 3M | -8.5% | +8.2% | -16.7% | -11.3% |
| 6M | +28.6% | -13.8% | +42.4% | +33.4% |
| YTD | +37.5% | -0.6% | +38.2% | +37.4% |
| 1Y | +0.5% | +44.0% | -43.4% | -8.1% |
| 3Y | +43.4% | +246.6% | -203.1% | +2.9% |
| All | +43.4% | +247.3% | -203.8% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling