+906.5%
PAAS vs TXT
+720.7%
+185.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.2% | -3.8% |
| 7D | -7.0% | -1.1% | -6.0% | -6.9% |
| 30D | -15.3% | +13.3% | -28.6% | -17.3% |
| 3M | -27.7% | -5.1% | -22.6% | -27.2% |
| 6M | -40.5% | -7.1% | -33.3% | -39.8% |
| YTD | -26.5% | -3.2% | -23.3% | -26.4% |
| 1Y | -0.8% | +2.3% | -3.1% | -1.6% |
| 3Y | +196.9% | +11.1% | +185.9% | +188.3% |
| 5Y | +49.2% | +10.0% | +39.1% | +44.0% |
| 10Y | +199.4% | +91.1% | +108.3% | +150.0% |
| All | +906.5% | +720.7% | +185.8% | +631.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 all: compounded portfolio wealth divided by compounded TXT 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…
all analysis · Full analysis span regression · 6 months rolling