+70.8%
PAAS vs TRGP
+415.2%
-344.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.1% | +2.2% |
| 7D | +8.4% | -16.0% | +24.4% | +13.7% |
| 30D | -7.2% | -6.4% | -0.7% | -6.0% |
| 3M | -14.0% | -1.0% | -13.1% | -15.0% |
| 6M | -26.8% | +7.0% | -33.7% | -30.3% |
| YTD | -19.8% | +46.1% | -65.9% | -32.9% |
| 1Y | +22.8% | +58.7% | -35.8% | -0.4% |
| 3Y | +183.6% | +221.9% | -38.2% | +65.2% |
| All | +70.8% | +415.2% | -344.4% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 5y: compounded portfolio wealth divided by compounded TRGP 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…
5y analysis · Full analysis span regression · 6 months rolling