+239.7%
PAAS vs BTI
+68.1%
+171.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.5% | +5.2% | +4.2% |
| 7D | +2.6% | -2.4% | +5.1% | +3.4% |
| 30D | +2.5% | -4.8% | +7.2% | +3.7% |
| 3M | +15.1% | -8.1% | +23.2% | +17.2% |
| 6M | -12.1% | -4.2% | -7.9% | -11.8% |
| YTD | +3.1% | -1.3% | +4.4% | +2.2% |
| 1Y | +50.8% | +2.1% | +48.7% | +47.8% |
| 3Y | +259.5% | +108.9% | +150.6% | +178.2% |
| 5Y | +126.3% | +114.5% | +11.8% | +74.9% |
| 10Y | +239.7% | +72.2% | +167.5% | +159.2% |
| All | +239.7% | +68.1% | +171.6% | +159.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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