+41.1%
PAAS vs BTG
+27.2%
+13.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.2% | -1.0% | -1.9% |
| 7D | -3.7% | -5.8% | +2.1% | +0.6% |
| 30D | -1.9% | +5.7% | -7.6% | -5.6% |
| 3M | +15.1% | +38.1% | -23.1% | -10.7% |
| 6M | -17.1% | +0.3% | -17.4% | -18.2% |
| YTD | -1.3% | +19.9% | -21.2% | -15.5% |
| 1Y | +41.1% | +24.6% | +16.5% | +21.8% |
| All | +41.1% | +27.2% | +13.8% | +21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling