+84.7%
TFC vs PAAS
+178.0%
-93.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.9% | -1.0% | +1.8% |
| 7D | +0.3% | +8.8% | -8.5% | -0.1% |
| 30D | +9.2% | -8.5% | +17.6% | +9.6% |
| 3M | -2.9% | -17.0% | +14.1% | -2.2% |
| 6M | +3.5% | -27.9% | +31.4% | +4.8% |
| YTD | +5.4% | -17.5% | +22.9% | +5.7% |
| 1Y | +17.3% | +22.8% | -5.5% | +15.2% |
| 3Y | +96.7% | +224.2% | -127.5% | +82.0% |
| 5Y | -1.1% | +73.6% | -74.7% | -7.6% |
| 10Y | +84.7% | +186.4% | -101.6% | +78.8% |
| All | +84.7% | +178.0% | -93.2% | +78.8% |
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