+964.4%
PAAS vs TXT
+745.1%
+219.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.7% | -7.5% | -6.1% |
| 7D | +4.2% | -1.1% | +5.2% | +4.3% |
| 30D | -13.8% | +17.1% | -30.9% | -16.4% |
| 3M | -22.7% | -2.6% | -20.1% | -22.6% |
| 6M | -32.1% | -4.6% | -27.5% | -31.7% |
| YTD | -22.3% | -0.3% | -21.9% | -22.6% |
| 1Y | +7.7% | +5.9% | +1.8% | +6.1% |
| 3Y | +214.0% | +14.4% | +199.6% | +203.3% |
| 5Y | +63.2% | +15.9% | +47.3% | +56.1% |
| 10Y | +185.5% | +99.6% | +85.9% | +136.5% |
| All | +964.4% | +745.1% | +219.2% | +669.3% |
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