+185.5%
PAAS vs TD
+303.3%
-117.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.3% | -5.5% | -5.7% |
| 7D | +4.2% | -0.7% | +4.9% | +4.6% |
| 30D | -13.8% | +7.6% | -21.4% | -16.4% |
| 3M | -22.7% | +3.0% | -25.7% | -23.7% |
| 6M | -32.1% | +16.8% | -48.9% | -36.4% |
| YTD | -22.3% | +34.3% | -56.6% | -31.0% |
| 1Y | +7.7% | +56.0% | -48.3% | -9.8% |
| 3Y | +214.0% | +132.4% | +81.7% | +125.7% |
| 5Y | +63.2% | +103.7% | -40.4% | +21.6% |
| 10Y | +185.5% | +299.2% | -113.6% | +69.3% |
| All | +185.5% | +303.3% | -117.8% | +69.3% |
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