+921.6%
SMCI vs PAAS
+116.4%
+805.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.3% | +0.3% | -2.8% |
| 7D | -1.3% | -3.7% | +2.4% | -0.3% |
| 30D | +18.3% | -1.9% | +20.2% | +18.4% |
| 3M | +27.7% | +15.1% | +12.6% | +22.1% |
| 6M | +17.6% | -17.1% | +34.7% | +22.5% |
| YTD | +27.7% | -1.3% | +29.0% | +28.1% |
| 1Y | -14.9% | +41.1% | -55.9% | -20.6% |
| 3Y | +33.2% | +244.2% | -211.0% | +3.6% |
| 5Y | +921.6% | +120.8% | +800.8% | +726.8% |
| All | +921.6% | +116.4% | +805.2% | +726.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling