+203.4%
TGT vs PAAS
+232.4%
-29.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.3% | +3.1% | -0.9% |
| 7D | -5.0% | -3.7% | -1.3% | -4.8% |
| 30D | +3.0% | -1.9% | +4.9% | +3.1% |
| 3M | +22.6% | +15.1% | +7.5% | +21.2% |
| 6M | +31.2% | -17.1% | +48.3% | +32.2% |
| YTD | +63.7% | -1.3% | +65.0% | +62.1% |
| 1Y | +78.5% | +41.1% | +37.4% | +71.5% |
| 3Y | +40.5% | +244.2% | -203.7% | +24.1% |
| 5Y | -25.6% | +120.8% | -146.4% | -33.5% |
| All | +203.4% | +232.4% | -29.0% | +173.7% |
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