+1,077.0%
TER vs PAAS
+183.5%
+893.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.4% | +9.7% | +8.6% |
| 7D | +5.9% | -5.2% | +11.1% | +7.2% |
| 30D | -30.8% | -13.9% | -16.8% | -28.5% |
| 3M | -29.9% | -23.8% | -6.2% | -26.0% |
| 6M | -27.5% | -36.4% | +9.0% | -20.7% |
| YTD | +37.5% | -23.4% | +60.8% | +44.5% |
| 1Y | +50.3% | +5.6% | +44.6% | +49.0% |
| 3Y | +204.9% | +209.7% | -4.8% | +145.0% |
| 5Y | +89.2% | +55.6% | +33.6% | +64.3% |
| 10Y | +1,077.0% | +212.2% | +864.7% | +818.1% |
| All | +1,077.0% | +183.5% | +893.4% | +818.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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