+246.6%
PAAS vs BTG
+101.2%
+145.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | +1.5% |
| 7D | +2.0% | +4.8% | -2.8% | -1.7% |
| 30D | -0.1% | +8.3% | -8.4% | -6.0% |
| 3M | +8.2% | +32.3% | -24.1% | -14.2% |
| 6M | -13.8% | +3.0% | -16.7% | -17.5% |
| YTD | -0.6% | +21.9% | -22.6% | -17.3% |
| 1Y | +44.0% | +28.2% | +15.8% | +14.1% |
| 3Y | +246.6% | +99.9% | +146.7% | +83.3% |
| All | +246.6% | +101.2% | +145.4% | +83.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling