+197.9%
PAAS vs BTG
+167.5%
+30.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.2% | +0.1% | -0.9% |
| 7D | -7.0% | -5.9% | -1.2% | -2.7% |
| 30D | -15.3% | -5.0% | -10.3% | -12.1% |
| 3M | -27.7% | -4.5% | -23.3% | -25.2% |
| 6M | -40.5% | -7.0% | -33.4% | -38.0% |
| YTD | -26.5% | +11.4% | -37.9% | -34.5% |
| 1Y | -0.8% | +20.1% | -20.9% | -16.4% |
| 3Y | +196.9% | +81.5% | +115.5% | +75.7% |
| 5Y | +49.2% | +32.1% | +17.0% | +11.9% |
| All | +197.9% | +167.5% | +30.4% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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