+202.7%
PAAS vs TD
+295.4%
-92.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.3% | -0.3% |
| 7D | +2.0% | +0.9% | +1.1% | +1.7% |
| 30D | -0.1% | -0.7% | +0.6% | +0.1% |
| 3M | +8.2% | +6.3% | +2.0% | +5.3% |
| 6M | -13.8% | +27.9% | -41.7% | -22.3% |
| YTD | -0.6% | +29.8% | -30.4% | -10.8% |
| 1Y | +44.0% | +63.7% | -19.7% | +18.0% |
| 3Y | +246.6% | +128.3% | +118.3% | +149.5% |
| 5Y | +116.1% | +125.5% | -9.4% | +56.6% |
| 10Y | +202.7% | +296.7% | -94.0% | +52.8% |
| All | +202.7% | +295.4% | -92.6% | +52.8% |
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