-4.6%
TLT vs PAAS
+18.2%
-22.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.9% | -2.8% | 0.0% |
| 7D | +0.3% | +8.8% | -8.6% | +0.1% |
| 30D | +5.1% | -8.5% | +13.6% | +5.3% |
| 3M | -0.2% | -17.0% | +16.8% | +0.2% |
| 6M | -2.9% | -27.9% | +25.0% | -2.4% |
| YTD | -2.7% | -17.5% | +14.8% | -2.1% |
| All | -4.6% | +18.2% | -22.8% | -4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling