+116.1%
PAAS vs TXG
-65.4%
+181.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.7% | -5.4% | -1.5% |
| 7D | +2.0% | +9.4% | -7.4% | +0.3% |
| 30D | -0.1% | +26.1% | -26.2% | -4.3% |
| 3M | +8.2% | +124.8% | -116.6% | -6.8% |
| 6M | -13.8% | +215.2% | -229.0% | -30.4% |
| YTD | -0.6% | +302.2% | -302.8% | -22.9% |
| 1Y | +44.0% | +370.9% | -326.9% | +8.1% |
| 3Y | +246.6% | +38.5% | +208.1% | +201.3% |
| 5Y | +116.1% | -64.4% | +180.4% | +78.4% |
| All | +116.1% | -65.4% | +181.5% | +78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 5y: compounded portfolio wealth divided by compounded TXG 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…
5y analysis · Full analysis span regression · 6 months rolling