+279.8%
SMH vs PAAS
+250.5%
+29.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.0% | +3.1% |
| 7D | +2.5% | -2.9% | +5.4% | +3.1% |
| 30D | -0.5% | +6.8% | -7.3% | -2.2% |
| 3M | -9.6% | -2.9% | -6.8% | -9.6% |
| 6M | +42.1% | -16.4% | +58.5% | +45.4% |
| YTD | +57.4% | 0.0% | +57.4% | +54.6% |
| 1Y | +96.2% | +54.3% | +41.9% | +76.1% |
| All | +279.8% | +250.5% | +29.3% | +199.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling