+1,876.8%
SMH vs PAAS
+218.1%
+1,658.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.5% |
| 7D | +4.3% | +2.6% | +1.7% | +3.8% |
| 30D | +0.9% | +2.5% | -1.6% | +0.2% |
| 3M | -2.8% | +15.1% | -17.9% | -5.4% |
| 6M | +45.6% | -12.1% | +57.7% | +47.5% |
| YTD | +59.5% | +3.1% | +56.4% | +56.7% |
| 1Y | +93.4% | +50.8% | +42.6% | +78.3% |
| 3Y | +287.1% | +259.5% | +27.6% | +206.4% |
| 5Y | +338.0% | +126.3% | +211.7% | +260.6% |
| 10Y | +1,876.8% | +239.7% | +1,637.1% | +1,440.3% |
| All | +1,876.8% | +218.1% | +1,658.7% | +1,440.3% |
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