+196.2%
PAAS vs TD
+300.0%
-103.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -8.9% | +1.1% | -10.0% | -9.3% |
| 30D | -11.4% | +5.2% | -16.6% | -13.2% |
| 3M | -20.4% | +1.2% | -21.7% | -20.8% |
| 6M | -40.7% | +17.7% | -58.4% | -44.6% |
| YTD | -26.9% | +34.2% | -61.2% | -35.1% |
| 1Y | -3.1% | +55.4% | -58.5% | -18.6% |
| 3Y | +199.3% | +130.4% | +68.9% | +116.0% |
| 5Y | +48.3% | +101.8% | -53.5% | +10.8% |
| All | +196.2% | +300.0% | -103.8% | +107.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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