+239.7%
PAAS vs TRI
+190.6%
+49.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.9% | +5.6% | +4.1% |
| 7D | +2.6% | -8.4% | +11.0% | +4.5% |
| 30D | +2.5% | -6.5% | +8.9% | +3.7% |
| 3M | +15.1% | +18.6% | -3.5% | +8.3% |
| 6M | -12.1% | -10.4% | -1.6% | -10.9% |
| YTD | +3.1% | -23.7% | +26.8% | +10.0% |
| 1Y | +50.8% | -42.5% | +93.3% | +79.5% |
| 3Y | +259.5% | -19.3% | +278.8% | +264.4% |
| 5Y | +126.3% | -9.7% | +136.0% | +116.2% |
| 10Y | +239.7% | +194.4% | +45.3% | +103.9% |
| All | +239.7% | +190.6% | +49.2% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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