+517.8%
SMCI vs PAAS
+51.0%
+466.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -4.1% | -7.2% | -10.1% |
| 7D | -0.3% | -7.0% | +6.7% | +1.8% |
| 30D | -30.9% | -15.3% | -15.6% | -27.7% |
| 3M | -28.2% | -27.7% | -0.5% | -21.9% |
| 6M | -17.7% | -40.5% | +22.8% | -5.7% |
| YTD | -7.8% | -26.5% | +18.7% | +0.3% |
| 1Y | -28.8% | -0.8% | -28.0% | -27.1% |
| 3Y | +1.5% | +196.9% | -195.5% | -16.9% |
| 5Y | +517.8% | +49.2% | +468.6% | +439.7% |
| All | +517.8% | +51.0% | +466.8% | +439.7% |
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