+199.3%
PAAS vs BTI
+149.4%
+49.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.8% |
| 7D | -8.9% | +1.6% | -10.6% | -9.2% |
| 30D | -11.4% | +9.2% | -20.6% | -12.9% |
| 3M | -20.4% | +9.6% | -30.1% | -21.9% |
| 6M | -40.7% | -2.4% | -38.2% | -39.8% |
| YTD | -26.9% | +14.2% | -41.2% | -29.9% |
| 1Y | -3.1% | +20.3% | -23.4% | -8.6% |
| 3Y | +199.3% | +147.4% | +51.8% | +122.0% |
| All | +199.3% | +149.4% | +49.8% | +122.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling