+339.4%
SMH vs PAAS
+117.9%
+221.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.8% | +1.3% |
| 7D | +5.2% | +2.0% | +3.2% | +4.7% |
| 30D | -1.5% | -0.1% | -1.5% | -1.8% |
| 3M | -4.1% | +8.2% | -12.3% | -6.2% |
| 6M | +50.8% | -13.8% | +64.6% | +53.8% |
| YTD | +59.3% | -0.6% | +59.9% | +56.7% |
| 1Y | +94.1% | +44.0% | +50.1% | +76.0% |
| 3Y | +286.7% | +246.6% | +40.1% | +186.8% |
| 5Y | +339.4% | +116.1% | +223.3% | +243.7% |
| All | +339.4% | +117.9% | +221.5% | +243.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling