+1,475.7%
SMH vs PAAS
+205.7%
+1,270.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.9% |
| 7D | +4.9% | -8.9% | +13.8% | +6.6% |
| 30D | -13.8% | -11.4% | -2.4% | -12.0% |
| 3M | -17.4% | -20.4% | +3.1% | -14.3% |
| 6M | -15.0% | -40.7% | +25.7% | -7.7% |
| YTD | +35.2% | -26.9% | +62.1% | +40.6% |
| 1Y | +41.6% | -3.1% | +44.7% | +40.5% |
| 3Y | +215.6% | +199.3% | +16.4% | +157.9% |
| 5Y | +233.2% | +48.3% | +184.9% | +192.4% |
| All | +1,475.7% | +205.7% | +1,270.0% | +1,158.4% |
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