+1,348.2%
TFC vs PAAS
+1,235.6%
+112.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.2% |
| 7D | +2.4% | -2.9% | +5.3% | +2.6% |
| 30D | -1.3% | +6.8% | -8.1% | -1.7% |
| 3M | +6.1% | -2.9% | +8.9% | +6.0% |
| 6M | +7.3% | -16.4% | +23.8% | +7.9% |
| YTD | +8.2% | 0.0% | +8.2% | +7.6% |
| 1Y | +14.4% | +54.3% | -39.9% | +11.2% |
| 3Y | +93.7% | +230.7% | -137.0% | +80.2% |
| 5Y | +16.4% | +111.6% | -95.2% | +9.4% |
| 10Y | +101.6% | +211.7% | -110.2% | +81.9% |
| All | +1,348.2% | +1,235.6% | +112.6% | +1,155.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling