+212.2%
PAAS vs TRI
+221.6%
-9.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | -5.2% | -7.2% | +2.0% | -3.9% |
| 30D | -13.9% | +4.4% | -18.3% | -15.1% |
| 3M | -23.8% | +4.5% | -28.3% | -25.1% |
| 6M | -36.4% | +23.7% | -60.1% | -41.0% |
| YTD | -23.4% | -14.4% | -9.0% | -20.7% |
| 1Y | +5.6% | -17.4% | +23.0% | +10.7% |
| 3Y | +209.7% | -11.0% | +220.7% | +207.2% |
| 5Y | +55.6% | +0.7% | +54.9% | +45.1% |
| 10Y | +212.2% | +224.0% | -11.8% | +100.0% |
| All | +212.2% | +221.6% | -9.3% | +100.0% |
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