+93.4%
SMH vs PAAS
+48.5%
+44.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.8% |
| 7D | +4.3% | +2.6% | +1.7% | +3.6% |
| 30D | +0.9% | +2.5% | -1.6% | -0.1% |
| 3M | -2.8% | +15.1% | -17.9% | -7.0% |
| 6M | +45.6% | -12.1% | +57.7% | +46.5% |
| YTD | +59.5% | +3.1% | +56.4% | +54.8% |
| 1Y | +93.4% | +50.8% | +42.6% | +69.2% |
| All | +93.4% | +48.5% | +44.9% | +69.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling