+4,419.4%
SMCI vs PAAS
+126.0%
+4,293.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.4% | +6.9% | +4.9% |
| 7D | +6.8% | -2.9% | +9.7% | +7.3% |
| 30D | +30.6% | +6.8% | +23.8% | +28.8% |
| 3M | -15.6% | -2.9% | -12.7% | -15.1% |
| 6M | +21.3% | -16.4% | +37.7% | +25.3% |
| YTD | +35.3% | 0.0% | +35.2% | +35.5% |
| 1Y | -2.7% | +54.3% | -57.1% | -9.1% |
| 3Y | +40.3% | +230.7% | -190.4% | +15.1% |
| 5Y | +941.8% | +111.6% | +830.2% | +787.7% |
| 10Y | +1,687.4% | +211.7% | +1,475.6% | +1,229.1% |
| All | +4,419.4% | +126.0% | +4,293.4% | +2,786.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling