+79.0%
TFC vs PAAS
+183.5%
-104.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.1% |
| 7D | -1.2% | -5.2% | +4.0% | -0.9% |
| 30D | +7.8% | -13.9% | +21.7% | +8.5% |
| 3M | -3.0% | -23.8% | +20.8% | -1.8% |
| 6M | +5.8% | -36.4% | +42.2% | +7.9% |
| YTD | +5.3% | -23.4% | +28.6% | +5.9% |
| 1Y | +15.7% | +5.6% | +10.0% | +14.4% |
| 3Y | +94.8% | +209.7% | -114.9% | +80.3% |
| 5Y | 0.0% | +55.6% | -55.5% | -6.2% |
| 10Y | +79.0% | +212.2% | -133.2% | +75.4% |
| All | +79.0% | +183.5% | -104.5% | +75.4% |
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